Graham Nicoll
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Graham Nicoll Email & Phone Number

Managing Director and Financial Planner (Chartered Fellow CISI) at Launching a new Financial Planning Wealth Management Business
Location: Birmingham, England, United Kingdom 14 work roles 3 schools
1 work email found @barclayswealth.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email g****@barclayswealth.com
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Role
Managing Director and Financial Planner (Chartered Fellow CISI)
Location
Birmingham, England, United Kingdom

Who is Graham Nicoll? Overview

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Quick answer

Graham Nicoll is listed as Managing Director and Financial Planner (Chartered Fellow CISI) at Launching a new Financial Planning Wealth Management Business, based in Birmingham, England, United Kingdom. AeroLeads shows a work email signal at barclayswealth.com and a matched LinkedIn profile for Graham Nicoll.

Graham Nicoll previously worked as Director of Wealth at Succession Wealth and Non Executive Director at The Chartered Institute For Securities & Investment (The Cisi). Graham Nicoll holds Mba, Mba from University Of Warwick - Warwick Business School.

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{first}.{last}@barclayswealth.com
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Profile bio

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.

Listed skills include Entrepreneurship, Wealth Management, Management, Leadership, and 31 others.

Current workplace

Graham Nicoll's current company

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Launching a new Financial Planning Wealth Management Business
Launching A New Financial Planning Wealth Management Business
Managing Director and Financial Planner (Chartered Fellow CISI)
Birmingham, GB
AeroLeads page
14 roles · 23 years

Graham Nicoll work experience

A career timeline built from the work history available for this profile.

Managing Director And Financial Planner (Chartered Fellow Cisi)

Launching A New Financial Planning Wealth Management Business

Birmingham, Gb

Director Of Wealth

Current

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.

Sep 2024 - Present

Managing Director

Madrid, Community Of Madrid, Es

Jul 2023 - Sep 2024

Managing Director - Head Of Distribution, Wealth Management & Digital

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.

Jun 2018 - Jul 2023

Enterprise Advisory

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.

Jun 2015 - Jun 2018

Head Of Mid Corporate Banking, Midlands & North Wales

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.

Feb 2007 - Jun 2015

Commercial Director / Head Of Sales, Service & Advice (Barclays Stockbrokers)

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.

Sep 2011 - Feb 2013

Head Of Business Development

London, Gb

Ran the Business Development functions for Barclays Wealth - focusing on new client acquisition, external strategic partnerships and internal group wide relationships.

Jul 2010 - Feb 2013

Regional Centre Head

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.

Feb 2007 - Jun 2010

Board Director (Chairman In 2010)

Birmingham, West Midlands, Gb

Professional Services membership organisation. Helping professional firms to develop their business effectively.

Apr 2008 - Dec 2010

Senior Consultant & Business Development Director

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.

2004 - 2007 ~3 yrs

Business Development Director And Divisional Director (Physical Medicine)

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.

Sep 2002 - Sep 2004

Managing Director

Grazies Ltd

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.

Aug 1996 - Sep 2002
3 education records

Graham Nicoll education

Mba, Mba

University Of Warwick - Warwick Business School

Pciam, Investment Management

Cisi

Oxford Fintech Programme

Saïd Business School, University Of Oxford
FAQ

Frequently asked questions about Graham Nicoll

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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 Launching a new Financial Planning Wealth Management Business?

Graham Nicoll is listed as Managing Director and Financial Planner (Chartered Fellow CISI) at Launching a new Financial Planning Wealth Management Business.

What is Graham Nicoll's email address?

AeroLeads has found 1 work email signal at @barclayswealth.com for Graham Nicoll at Launching a new Financial Planning Wealth Management Business.

Where is Graham Nicoll based?

Graham Nicoll is based in Birmingham, England, United Kingdom while working with Launching a new Financial Planning Wealth Management Business.

What companies has Graham Nicoll worked for?

Graham Nicoll has worked for Launching A New Financial Planning Wealth Management Business, Succession Wealth, The Chartered Institute For Securities & Investment (The Cisi), Alantra, and Barclays Wealth Management.

How can I contact Graham Nicoll?

You can use AeroLeads to view verified contact signals for Graham Nicoll at Launching a new Financial Planning Wealth Management Business, including work email, phone, and LinkedIn data when available.

What schools did Graham Nicoll attend?

Graham Nicoll holds Mba, Mba from University Of Warwick - Warwick Business School.

What skills is Graham Nicoll known for?

Graham Nicoll is listed with skills including Entrepreneurship, Wealth Management, Management, Leadership, Business Development, Business Strategy, Strategy, and Investments.

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