Nic Bennett Email & Phone Number

Suffolk, England, United Kingdom

Nautical Wealth was founded to create bespoke financial advice for individuals and businesses, especially those looking for guidance in the complex pension planning, investment planning and inheritance tax arenas. The team at Nautical Wealth have over 20 years experience in financial services and are driven to provide a personal service which provides advice and guidance to all clients whenever it is needed, and not just at an annual review point. The long-term goal for Nautical Wealth is to continue the first class service to existing clients, whilst welcoming 10-15 new clients every year into the 'family'.

Lowestoft, England, United Kingdom

RNLI volunteer crew member at Lowestoft Lifeboat station.

Norwich, United Kingdom

My business, passion and goals are to deliver personal and holistic financial advice to clients, helping them achieve their financial goals. * Tax efficient Investment Planning and helping clients to understand their options to save tax. * Retirement Planning, including pension advice and pension review advice for existing pensions. * Advising clients within the Offshore industry on their financial needs and priorities. * Advising clients within the Dental and Teaching professions to help meet their long term aims. * Inheritance Tax Planning * Protection against the risk of death, critical illness and loss of family income.Tailored Solutions Wealth Management is a trading name of Tailored Solutions UK LtdThe value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.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. Tailored Solutions Wealth Management is a trading name of Tailored Solutions UK Ltd

England

I was responsible for Lloyd Bank's financial consultants in Eastern England. I looked after the key stakeholders with the region, ensuring any issues were resolved and support given throughout the area for all colleagues associated with protection advice.

Norfolk/Suffolk

I was a financial adviser for Lloyd's bank. This involved giving advice on protection, investment and general banking products.

Singapore

Holistic advice to HNW expat individuals in Singapore

Norfolk

I was a financial adviser for Lloyd's bank. This involved giving advice on protection, investment, pensions and general banking products.

Education record

Education record