Nicholas is a Chartered Financial Planner and Occupational Pension Specialist. He has worked in Financial Services since 2000 and joined Attivo Financial Planning in 2018. Nicholas is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Nicholas holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Nicholas holds the following Advanced Financial Planning Papers: