Nic Bennett Email & Phone Number

Thank you for viewing my profile.I have been working in the financial services industry for over 20 years, dealing with pensions, investments and protection. I have built up expert knowledge and experience that will enable me to assist you with all your financial planning needs. I offer the benefit of a single relationship to meet all financial needs, and regularly work with;• Professional’s looking to grow or manage their wealth;• Retired people looking to protect or preserve their wealth;• Business owners/director’s looking to ensure they have the right plans in place for their companyMy expertise cover multiple areas of financial planning and will help you and your business to: • Increase and grow your wealth;• Manage pensions, both existing arrangements and new contributions;• Preserve assets for long-term financial security;• Protect yourself and your loved ones from unforeseen events;• Effectively manage capital and borrowings.In addition to my experience, I also believe quality service and trust builds a long term working relationship. I am committed to building a sustainable service agreement with every client, through regular contact and open lines of communication. The value of an investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.Nautical Wealth Ltd 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.SJP Approved 14/08/2024