Nicholas McNally

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.’

‘Nick is always extremely helpful and is always at the end of the phone if I need advice or help. Very happy with the service provided.’

‘Our Financial Adviser, Nicholas McNally, has been advising us on our investments for several years. During this time we have been extremely satisfied with the care and advise Nicholas has provided us with. Even with the uncertainty of a fluctuating market that we have been experiencing over the past 12 months, Nicholas has always managed to steer us in the right direction. He has a very honest approach and is always available whenever needed for questions and advice.’

‘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.’