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Award Winning Independent Financial Advisers

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Nicholas McNally

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Nicholas McNally
DipPFS
Independent Financial Adviser

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 –

Portfolio Management

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.

I can be contacted on mobile: 07722 824530 or email:

 

‘Nick is an excellent communicator. He has a thorough knowledge of his field of expertise. He can speak at all levels. My husband and I have already recommended Nick to a family member and a friend.’