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.
I can be contacted on mobile: 07722 824530 or email:
‘We are very confident in the service we 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.’
‘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.’