Financial Advice Areas

Inheritance Tax and Estate Preservation Planning, Investments, Long Term Care Planning, Pensions, Personal Financial Planning, Personal Protection, Residential Mortgages, Retirement Planning, Trust Review Services.

Geographical Areas

Birmingham, Derbyshire, East Midlands, Leicestershire, Northampton, Northamptonshire, Nottingham, West Midlands.

About Nick Trudgill

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, Mortgage and Protection Planning qualifications

Testimonials

“Nick was clear in his information, explaining detail when it was required, professional in his presentation whilst maintaining a personal and friendly demeanour.  I would have no hesitation in recommending your firm to friends and family.” - Mr & Mrs C., Leicester

“Nick was extremely quick to respond to any query I had and very clear in his explanations." - S., Nottingham

“We have already recommended Nick to a number of friends. He has brought knowledge, experience, calm, understanding and wisdom to all our dealings. We are very appreciative and count ourselves fortunate to have his help." - Mr W.  West Yorkshire

“Nick Trudgill always answers my queries about my portfolio and helps with any other problems. I have always received good advice from the company.” - Mr & Mrs K.  Leicestershire
 
“We would not hesitate to recommend our trusted adviser, Nick Trudgill.” - Client – Derbyshire

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax planning, Inheritance Tax Planning & Trusts are not regulated by the Financial Conduct Authority.