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Nikki Allen

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Nikki Waters
Nikki Allen
Cert PFS
Paraplanner and Personal Assistant

Nikki has worked within the Financial Services Industry for the last nine years having graduated from the University of the West of England.

Having successfully attained the Certificate in Financial Planning from the Personal Finance Society, Nikki joined Vision in a specialist role of Paraplanner and Personal Assistant to the Managing Directors, Paul Sweaton and Roger Edwards.

As a qualified Paraplanner her role includes the preparation and implementation of suitability reports and Nikki works as an integral part of the team alongside the advisers and administrators to provide our clients with a professional ongoing Financial Planning experience.

Based at the Falmouth Head Office, Nikki can be contacted on 01326 210904 and