Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Alex Nicklin is listed as Partner - Head of Private Client at Brunel Wealth, a with 8 employees, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alex Nicklin.
Alex Nicklin previously worked as Financial Planner - Partner at Brunel Wealth and Financial Planner - Director at Tilney Group. Alex Nicklin studied at King Alfred School.
This section adds company-level context without repeating Alex Nicklin's masked contact details.
Review company-level records connected to Alex Nicklin before choosing the right outreach path.
Specialising in Investments and pensions, I work with individuals and companies to ensure they are invested and protected appropriately and maximising their financial circumstances. I utilise the latest technology and investment techniques whilst also working with other professionals to ensure a complete service is delivered.As part of the Wealth Management service I work in partnership with my clients to develop a comprehensive lifetime financial plan and cash flow forecast that takes into account all short, medium and long term goals and aspirations, which then allows me the opportunity to deliver complete financial solutions to help meet their lifetime goals.Specialties: Financial Planning, Wealth Management, Trustee Investments, Pension Transfers, Estate Planning, IHT Mitigation
Listed skills include Pensions, Wealth Management, Investments, Financial Planning, and 38 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Bristol, London
An independent Financial Planning firm providing a comprehensive and engaging alternative to the norm.We believe in taking the time to establish what our clients care about, understanding their real objectives; then build, implement and regularly review that plan, providing empowerment to make informed decisions and achieve peace of mind.
Bristol
Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £21 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client choses we believe their personal wealth is our personal responsibility.
Other employees you can reach at brunelwealth.co.uk. View company contacts for 8 employees →
Ella Patel Fpfs
Colleague at Brunel WealthGreater Bristol Area, United Kingdom
View →
SH
Steve Hughes Fpfs
Colleague at Brunel WealthGreater Bristol Area, United Kingdom
View →
BS
Bethan Spears
Colleague at Brunel WealthBristol, England, United Kingdom
View →
CL
Chris Ladkin
Colleague at Brunel WealthBristol, England, United Kingdom
View →
RC
Ria Coles
Colleague at Brunel WealthGreater Bristol Area, United Kingdom
View →
IB
Iain Black
Colleague at Brunel WealthBristol, England, United Kingdom
View →
MG
Matt Gunn
Colleague at Brunel WealthYarm, England, United Kingdom
View →
Quick answers generated from the profile data available on this page.
Alex Nicklin works for Brunel Wealth.
Alex Nicklin is listed as Partner - Head of Private Client at Brunel Wealth.
Alex Nicklin is based in Bristol, England, United Kingdom while working with Brunel Wealth.
Alex Nicklin has worked for Brunel Wealth, Tilney Group, Towry, Baker Tilly, and Rsm Tenon.
Alex Nicklin's colleagues at Brunel Wealth include Ella Patel Fpfs, Steve Hughes Fpfs, Bethan Spears, Chris Ladkin, and Ria Coles.
You can use AeroLeads to view verified contact signals for Alex Nicklin at Brunel Wealth, including work email, phone, and LinkedIn data when available.
Alex Nicklin studied at King Alfred School.
Alex Nicklin is listed with skills including Pensions, Wealth Management, Investments, Financial Planning, Financial Advisory, Strategic Financial Planning, High Net Worth Individuals, and Inheritance Tax Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Alex Nicklin you were looking for.
