Nicholas Carroll
DipPFS, Cert CII (MP)
I had the privilege of graduating from the St. James's Place Academy and working in an established practice ran by my mother-in-law that ensured I had the very best start and training.
I work with business owners and private clients to achieve positive client outcomes in many areas such as Investment Planning, Retirement Planning, Profit Extraction, Cash Flow Forecasting, Mortgages and Protection Planning, Inter-generational Wealth and Long term Care Planning*.
The key aim is to build valuable long-term relationships with my clients to provide the appropriate advice, covered by the St. James's Place advice guarantee, which evolves with their financial life in order to help them achieve financial independence.
Previously I worked for a premier boat building company for 12 years. I also took a few years out to travel to some outstanding places around the world. These experiences provided me with some fantastic transferable skills and I believe are great value to my clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
*This may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. James's Place.
About
I am married to Lauren, we have two dogs, Frank and Alf, and love walking them along the beautiful South West coast path on the Fleet. I have a passion for cycling and my biggest sporting achievement is riding up and down the Verne Hill, Portland 73 times consecutively to the height of Mt. Everest.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
