Graham Nicoll

Graham Nicoll Email and Phone Number

Managing Director and Financial Planner (Chartered Fellow CISI) @ Launching a new Financial Planning Wealth Management Business
Birmingham, GB
Graham Nicoll's Location
Birmingham, England, United Kingdom, United Kingdom
Graham Nicoll's Contact Details

Graham Nicoll personal email

n/a
About Graham Nicoll

As Director of Wealth I have the privilege to lead our national Wealth Planner, Employee Benefits, Independent Schools and Equity Release teams. We work with individuals to support them in managing their financial affairs and planning for the future to ensure they have peace of mind to get on with their life. We also help Businesses and Independent Schools to look after their number one asset - their people, by providing leading employee benefits and pension solutions for their teams.

Graham Nicoll's Current Company Details
Launching a new Financial Planning Wealth Management Business

Launching A New Financial Planning Wealth Management Business

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Managing Director and Financial Planner (Chartered Fellow CISI)
Birmingham, GB
Graham Nicoll Work Experience Details
  • Launching A New Financial Planning Wealth Management Business
    Managing Director And Financial Planner (Chartered Fellow Cisi)
    Launching A New Financial Planning Wealth Management Business
    Birmingham, Gb
  • Succession Wealth
    Director Of Wealth
    Succession Wealth Sep 2024 - Present
    Birmingham, Gb
    As Director of Wealth at Succession Wealth I have the privilege to lead the Financial Planner and Growth teams across the UK. Our focus as a firm is to help individuals achieve their life and financial goals. We do this by providing personalised financial planning and advice that gives peace of mind and allows our clients to get on with enjoying life.We support individuals from all walks of life, as well as businesses and private schools who want to ensure their colleagues have access to the right financial advice.
  • The Chartered Institute For Securities & Investment (The Cisi)
    Non Executive Director
    The Chartered Institute For Securities & Investment (The Cisi) Oct 2020 - Present
    London, Gb
  • Alantra
    Managing Director
    Alantra Jul 2023 - Sep 2024
    Madrid, Community Of Madrid, Es
  • Barclays Wealth Management
    Managing Director - Head Of Distribution, Wealth Management & Digital
    Barclays Wealth Management Jun 2018 - Jul 2023
    London, Gb
    Strategic Leadership of Wealth Management & Digital Investing Business in the UK, helping clients to protect, grow and enjoy their wealth.Responsible for leading all growth and client teams across the business, including the Wealth Managers / Planner, Investment Advisors, Credit Specialists, Business Development, Marketing & Data Insight. Key focuses of my role was leading the strategic review, undertaking M&A activity out of this review, leading the transformation of our Wealth Management & Digital proposition & business model, embedding new technology and processes to improve the efficiency and effectiveness of the business and an unwavering focus on developing our people.
  • Kpmg Uk
    Enterprise Advisory
    Kpmg Uk Jun 2015 - Jun 2018
    London, Gb
    Advised Entrepreneurs and Mid-Market Management teams across a wide range of industries on strategic planning, acquisitions, integrations, fundraising and exit planning. Developed a specific focus on technology businesses, including a number of Fintechs, as well as Business Services providers.
  • Barclays Corporate Banking
    Head Of Mid Corporate Banking, Midlands & North Wales
    Barclays Corporate Banking Feb 2007 - Jun 2015
    London, Gb
    Leading the Mid-Corporate Banking Teams across the Midlands and Wales region. Supporting companies achieve their growth aspirations by providing funding solutions, risk solutions and employee based solutions.
  • Barclays Wealth And Investment Management
    Commercial Director / Head Of Sales, Service & Advice (Barclays Stockbrokers)
    Barclays Wealth And Investment Management Sep 2011 - Feb 2013
    London, Gb
    Business Head for Barclays Personal Investment Management, ran the Sales and Service Teams for Barclays Stockbrokers and chaired the Commercial Committee for both businesses.
  • Barclays Wealth And Investment Management
    Head Of Business Development
    Barclays Wealth And Investment Management Jul 2010 - Feb 2013
    London, Gb
    Ran the Business Development functions for Barclays Wealth - focusing on new client acquisition, external strategic partnerships and internal group wide relationships.
  • Barclays Wealth And Investment Management
    Regional Centre Head
    Barclays Wealth And Investment Management Feb 2007 - Jun 2010
    London, Gb
    Ran the Private Banking Teams across the Midlands. Took over responsibility for the business following significant defections from a large number of the team and worked to rebuild the business through setting a clear vision, appointing a new management team and focusing on each and every client.
  • Birmingham Forward
    Board Director (Chairman In 2010)
    Birmingham Forward Apr 2008 - Dec 2010
    Birmingham, West Midlands, Gb
    Professional Services membership organisation. Helping professional firms to develop their business effectively.
  • Pti Worldwide
    Senior Consultant & Business Development Director
    Pti Worldwide 2004 - 2007
    Kenilworth, Warwickshire, Gb
    Business Development Director for the business and senior consultant to a wide range of SMEs and FTSE 100 companies focusing on business growth and organisational improvement.
  • Nuffield Health
    Business Development Director And Divisional Director (Physical Medicine)
    Nuffield Health Sep 2002 - Sep 2004
    Epsom, Surrey, Gb
    As part of a 2 year earn out period I joined Sone Poositive Health (a business that acquired my company - Grazies Ltd, which in turn was subsequently acquired by Nuffield). I worked as Group Business Development Director and then Divisional Director for the Physical Medicine division.
  • Grazies Ltd
    Managing Director
    Grazies Ltd Aug 1996 - Sep 2002
    Founded, grew and eventually sold Grazies. The company set-up and ran health and wellbeing facilities / gyms in company premises for their employees. Working for companies like BT, American Express, Pfizer and EON.

Graham Nicoll Skills

Entrepreneurship Wealth Management Management Leadership Business Development Business Strategy Strategy Investments Banking Business Planning Financial Services Change Management New Business Development Private Banking Strategic Financial Planning Portfolio Management Relationship Management Strategic Planning Risk Management Marketing Strategy Stakeholder Management Financial Planning Investment Strategies Wealth Management Services Fundraising Mergers And Acquisitions Asset Management Finance Mentoring Crm Restructuring Charities Asset Managment Mergers Customer Relationship Management

Graham Nicoll Education Details

  • University Of Warwick - Warwick Business School
    University Of Warwick - Warwick Business School
    Mba
  • Cisi
    Cisi
    Investment Management
  • Saïd Business School, University Of Oxford
    Saïd Business School, University Of Oxford
    Oxford Fintech Programme

Frequently Asked Questions about Graham Nicoll

What company does Graham Nicoll work for?

Graham Nicoll works for Launching A New Financial Planning Wealth Management Business

What is Graham Nicoll's role at the current company?

Graham Nicoll's current role is Managing Director and Financial Planner (Chartered Fellow CISI).

What is Graham Nicoll's email address?

Graham Nicoll's email address is gr****@****lth.com

What schools did Graham Nicoll attend?

Graham Nicoll attended University Of Warwick - Warwick Business School, Cisi, Saïd Business School, University Of Oxford.

What are some of Graham Nicoll's interests?

Graham Nicoll has interest in Poverty Alleviation, Children, Economic Empowerment, Health.

What skills is Graham Nicoll known for?

Graham Nicoll has skills like Entrepreneurship, Wealth Management, Management, Leadership, Business Development, Business Strategy, Strategy, Investments, Banking, Business Planning, Financial Services, Change Management.

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