Nick provides tailored financial planning and advice to companies, directors and high net worth individuals and specialises in all aspects of Investment Planning, Retirement Planning and Inheritance Tax Planning.
Having worked in financial services for over 11 years, he joined St. James's Place Wealth Management in 2010. Prior to this he gained his experience working in the wealth division of a global bank advising high net worth private clients including entrepreneurs, lottery winners and sports professionals on a day to day basis.
Nick is a member of the Personal Finance Society and holds a Diploma in Financial Planning through the Chartered Insurance Institute. Nick has passed the advanced diploma paper in personal tax and trust planning.* He is currently working towards becoming chartered.
*Trusts are not regulated by the Financial Conduct Authority.
Ali joined the practice at the beginning of 2015 after spending 20 years working within the sports industry for one of the major brands. During her time there Ali was involved in many of the financial functions, for eight years as the Treasury Analyst and then latterly as PA to the CEO.
As PA to Nick Robinson, Aliís role is to offer support to all the team to ensure all functions within the practice run efficiently, from co-ordinating client meetings to submitting business. Aliís interpersonal skills are key to building strong relationships with our clients and establishing a high level of client servicing.
When not in the office Ali likes socialising with friends, keeping herself fit and enjoys listening to live music.