Nick Trudgill

Director & Senior Financial Planning Consultant

Financial advice areas

Estate preservation planning, Inheritance Tax planning, Investment advice, Long term care, Pension advice, Personal financial planning, Personal protection, Retirement planning, Trust advice

Area locations

Leicestershire, Nottinghamshire

About me

I have over 20 years of experience in the financial services industry. I enjoy helping and supporting clients to meet their long-term financial goals and aspirations. I provide a full financial and holistic planning service to my clients, with my experience and success forging a reputation as a skilled and highly trusted practitioner. I work with individuals, families and businesses who want and need financial advice and can see the benefits of robust financial advice and ongoing support to maximise investments made. My ethos is long term relationship management, offering excellent service of the highest quality. I am a keen golfer and love the outdoors, enjoying regular walks/dog walking. I am a devoted family man with two wonderful children.

Qualifications: Chartered Insurance Institute Diploma in Financial Planning and the Advanced Diploma in Insurance. Long Term Care specialist qualification and Protection Planning qualifications

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