Nicky Stevenson
FPFS
I've been in the financial services business since 1989, having worked for The Woolwich, specialising in financial advice. In 2009 I was invited to join St. James's Place to run my own Partner Practice.
I enjoy cycling and have taken on various challenges. I also like to spend time with my husband Colin and son Luke, traveling and entertaining family and friends.
About
We will advise on the simplest to more complex financial planning arrangements. Nicky is proud to be a Chartered Financial Planner and also one of an elite group of PFS members to become a Fellow.
We take great pride in providing a first class service to our clients and passionately believe in building long-term trusted relationships built on the highest professional standards and integrity. The majority of our clients are referred from existing clients, family and friends. We can offer the convenience of meetings in your home or place of work removing the need for you to travel.
Our service is grounded in the highest professional standards. We recognise that every client is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
Nicky provides holistic financial solutions which includes Retirement planning (including Defined Benefit Advice), Investment planning, Inheritance Tax planning and Long Term Care Planning
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 02/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
