Nick Porter Authorised and Regulated Chartered Consultant

Profile

Nick has worked in the financial services industry since 2014, and prides himself on providing his clients with the peace of mind to know that their finances are structured in the best way possible.

Nick provides advice on all aspects of financial planning, including investments, pensions, protection and estate planning, depending on his clients’ individual needs and circumstances.

In 2018 Nick achieved the Chartered Financial Planner status and is a Fellow of the Personal Finance Society which is the highest level of qualification available through the Chartered Insurance Institute.

In 2021 Nick qualified as an Accredited Later Life Adviser through the Society of Later Life Advisers, helping to develop and evidence the ability to help vulnerable clients.

Nick joined PFP in 2022, having always had a professional and personal desire to provide advice to recipients of personal injury awards. The interest in personal injury and trust planning stems from Nick’s prior experience working in the legal profession following his completion of a law degree and post graduate diploma in legal practice.

Since joining PFP Nick has undertaken a comprehensive training and induction programme in order to specialise in providing Independent Financial Advice to recipients of personal injury awards.

Experience

  • Providing independent, holistic advice to a wide range of clients from different financial and social backgrounds, focusing on pensions, investments, protection and estate planning.
  • Highly qualified Chartered Financial Planner, a Fellow of the Personal Finance Society and an Accredited Later Life Adviser.
  • Nick also has wider qualifications in care fees planning, mortgages, equity release and is a qualified pension transfer specialist.