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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:

‘I have known Nick for many years and am totally satisfied with the information I have been given.’

‘We found Mr McNally to be very punctual and polite at all times, he was very patient with us when things needed to be explained a few times, which didn’t seem to be a problem for him. Mr McNally is a man with a very nice disposition, he made us feel at ease minutes after walking through the door and was a pleasure to talk to. He was just as interested in our personal lives which was nice. He has kept us well informed as we have moved forward as his clients and has been very quick to answer emails etc. It’s a shame we didn’t meet him years ago.’

‘We are very confident in the service wwe receive from Nicholas McNally. We trust the information and advise he gives us. We have dealt with Nicholas McNally for many years. He is very caring, well informed on market forces and skilled at his business. We know he will do his very best to look after our investments as he would his own.’