Nicola Peak

Chartered Financial Planner & Chartered Wealth Manager

What matters most to our team both at work and in personal time:

Professionally – helping guide clients through their retirement to help them achieve the retirement lifestyle they desire and providing our clients with the best service possible.

Personally – spending time with family and creating memories with them. I am also passionate about horse riding and two horses which keep me busy. When I am not competing with my horses, I love to travel to new countries to experience different cultures and cuisines.

My experience

I have been working in holistic financial planning and wealth management for 17 years, specialising in

  • Protection planning
  • Retirement planning


  • Chartered Financial Planner
  • Chartered Wealth Manager


Meet the rest
of our team

As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

Meet the team

Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331


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