Nicholas Aslam

Nicholas Aslam, the senior partner, has been in Financial Services for over 34 years in various roles. Prior to starting the business Nick spent 6 years with a major national independent adviser as senior consultant for the East and South East Midlands with specific responsibility for corporate and high net worth pension and investment business.

In particular Nick specialises in pension advice to individuals, business owners and directors. We advise on a large number of self-administered/self-invested pension schemes, giving the pension owner freedom to invest in any acceptable asset including commercial property. We also advise a large number of individuals on personal and tax-efficient investments.

Nick holds the Chartered Insurance Institute G60 Advanced Financial Planning Certificate pension specialist qualification. This qualification is held by a minority of financial advisers and enables the holder to give advice on pension opt-out and transfers. Nick also holds the Personal Finance Society Diploma qualification which is a higher level than is required by the regulators.

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