Nick Plumb

Nick Plumb Email and Phone Number

Independent Financial Adviser @ Plumb Financial Services
IPSWICH
Nick Plumb's Location
Baylham, England, United Kingdom, United Kingdom
Nick Plumb's Contact Details

Nick Plumb personal email

About Nick Plumb

At Plumb Financial Services, we offer completely independent financial advice to individuals, small business owners and major corporate clients. Our team's areas of specialism for private clients are Investments, Inheritance Tax and Estate Planning, Pensions and 'At Retirement' Planning, Pension Transfers and Consolidations, Long Term Care Fees Planning, Mortgages and Equity Release. For corporate clients, we provide advice on auto-enrolment and workplace pensions, including setting up and running corporate pension schemes, group life insurance schemes for management and staff, and other corporate benefits. We can advise you on key man insurance and director's share purchase option agreements and business investments.We pride ourselves on being down to earth and approachable and we speak plain English and do not confuse clients with technical terminology or jargon. We offer good old-fashioned face-to-face advice.If you require independent financial advice in any of the above areas you can contact us by e-mail at plumbfs@aol.com, or by calling our office on 01473 830301.We also have a separate legal services practice, through which we can provide Will writing services, Estate Administration, and drafting of other documents, such as Power of Attorney and Trusts.Web site: plumbfs.co.uk Specialties: Investments & SavingsEstate Planning and Inheritance Tax PlanningMortgages & Equity ReleasePensions and Pension Transfers At Retirement planningLife and Critical Illness coverCorporate Benefits and Workplace PensionsWills and Powers of AttorneySetting up and managing Trusts and Trustee ServicesProbate AdministrationSecure Document Storage

Nick Plumb's Current Company Details
Plumb Financial Services

Plumb Financial Services

View
Independent Financial Adviser
IPSWICH
Website:
plumbfs.co.uk
Employees:
2
Nick Plumb Work Experience Details
  • Plumb Financial Services
    Independent Financial Adviser And Practice Principal
    Plumb Financial Services Jul 2011 - Present
    Baylham Near Ipswich
    I have over 20 years experience of working within Financial and Legal Services and I hold the Chartered Insurance Institute Financial Planning Certificate and the Advanced Financial Planning Certificate in Taxation and Trusts. I have achieved QCF Level 4 Diploma status and I am a member of STEP having passed my final exam in the STEP Diploma and achieved TEP (Trusts and Estate Practitioner) status in May 2016.I have clients all over the UK, including Scotland and Northern Ireland. I am experienced in offshore investments and working with clients who work and/or reside overseas and I currently have a number of clients in Cyprus, Spain, and Portugal. I am a regular media commentator on the subjects of Investments and Inheritance Tax planning, and have provided frequent live on air Budget Day analysis and commentary for BBC Radio Suffolk. I also write a personal finance column for the Bury Free Press newspaper, and the 'In Touch' series of local community magazines in Suffolk.I also run an independent legal services company where we provide an in-home Will writing service, draft of Power of Attorney and Trust documents and provide Probate and Estate Administration Services.
  • Bright Financial Planning Ltd
    Ifa
    Bright Financial Planning Ltd May 2006 - Jul 2011
    Sudbury, Suffolk
  • Sovereign/Interface Wills
    Director
    Sovereign/Interface Wills Sep 2004 - Jul 2010

Nick Plumb Skills

Inheritance Tax Planning Investments Powers Of Attorney Pensions Mortgage Lending Wills Savings Retirement Planning Critical Illness Personal Pensions Trusts Management Financial Services Income Protection Will Writing Company Pensions Life And Health Insurance Estate Administration And Probate At Retirement Advice Corporate Benefits Schemes

Nick Plumb Education Details

  • King Edward Vii Grammar
    King Edward Vii Grammar

Frequently Asked Questions about Nick Plumb

What company does Nick Plumb work for?

Nick Plumb works for Plumb Financial Services

What is Nick Plumb's role at the current company?

Nick Plumb's current role is Independent Financial Adviser.

What is Nick Plumb's email address?

Nick Plumb's email address is ni****@****aol.com

What schools did Nick Plumb attend?

Nick Plumb attended King Edward Vii Grammar.

What are some of Nick Plumb's interests?

Nick Plumb has interest in Bird Watching And Bird Photogrpahy, Likes, Chinese Food, The Macallan Malt, Foreign Call Centres, Negative People, Dean Koontz, Bad Service, Driving Off Road Vehicles Off Road, Smelly People.

What skills is Nick Plumb known for?

Nick Plumb has skills like Inheritance Tax Planning, Investments, Powers Of Attorney, Pensions, Mortgage Lending, Wills, Savings, Retirement Planning, Critical Illness, Personal Pensions, Trusts, Management.

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