I have been providing financial advice for over 23 years with the last 10 years working as a Private Client Manager with HSBC. Over the last couple of years I have seen a number of changes in the industry and feel that in order to continue to provide a high level of individual service to my clients, I needed to join a professional independent financial planning company, such as Vision.
After researching various companies I felt that Vision had values and standards that were in line with my own. The main focus being on clients, providing a high level of service and advice that is clear and unbiased, tailored to each individual need.
My areas of advice –
Income or growth production
Investment and tax planning
Inheritance tax planning
Pension and retirement planning
I really enjoy spending time with each of my clients where I can fully understand their financial needs and concerns, forming a long term working relationship, built on openness and trust.
I live in Sandhurst and look after clients across the south of England. If you would like a meeting I am more than happy to meet you at home or at your place of work, if more convenient to you.
In my spare time I enjoy travelling, sailing, engineering and in the winter months, skiing.
‘We have a good relationship with Nicholas McNally. The level of service he provides is excellent. He is always available to address any concerns and give further advice.’