Nick joined Investment Quorum in 2013, having spent the prior ten years working in global equity markets, both in London and Hong Kong. Nick transitioned from investment banking to wealth management because he wanted to focus on building long-term relationships with clients where he knew he could add real value.

As a double Chartered Financial Planner (CII and CISI), Nick’s area of expertise covers investment advice and tax planning for private clients and trustees; estate and trust planning; retirement planning and pension advice; and individual and corporate protection. Nick is passionate about inspiring his clients to reach their financial goals and managing IQ’s wealth management team. He was awarded the City Wealth – Future Leaders Bronze award, an achievement which he is particularly proud of.