Associate Financial Planner
Chancery Lane Income Planners
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Nick Shorey Email & Phone Number
Associate Financial Planner
at
Chancery Lane Income Planners
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✓ Verified May 2026
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Profile completeness 86%
Current company
Role
Associate Financial Planner
Location
Redhill, England, United Kingdom
Who is Nick Shorey? Overview
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Nick Shorey is listed as Associate Financial Planner at Chancery Lane Income Planners, based in Redhill, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Nick Shorey.
Nick Shorey previously worked as Trainee Financial Adviser at True Potential Llp and Commercial Accountant / MI Reporting at Ecoworld London. Nick Shorey holds Cima, Accounting from Cima.
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Chancery Lane Income Planners
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Profile bio
About Nick Shorey
π Currently working towards gaining CII Diploma in Regulated Financial Planning (5 of 6 units completed). π Gained valuable insight into the financial planning profession following a short work experience at a local financial planning firm.π€ Adept at building effective working relationships, explaining complex information clearly and adapting communication style depending on the audience.β Strong systems knowledge with track record of improving business processes and workflows. π Experienced in enhancing the quality of management information through the use of Business Intelligence tools such as Power Automate and Power BI.
Current workplace
Nick Shorey's current company
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10 roles
Nick Shorey work experience
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Trainee Financial Adviser
Current
Jul 2024 - Present
Commercial Accountant / Mi Reporting
β‘οΈ EcoWorld London (EWL) is an award-winning real estate developer. βοΈ I was part of the MI team (Management Information) and worked with Finance and Operational teams to develop MI reporting, operational performance and other business KPIβs. I was responsible for the implementation and development of systems, practises and processes which aligned with EWL.
Mar 2019 - Sep 2023
Project Accountant
β‘οΈ A construction and support services business. βοΈ I worked in the facilities management side of the business on a key contract within the Civil Government & Defence sector (DEFRA). I provided a project control, reporting and analysis service to project managers (PMs), senior management and the client. I worked closely alongside the PMs to agree project.
May 2016 - Mar 2019
Commercial Analyst
βοΈ I provided finance business partnering support to bridge the gap between Finance, Commercial and Operational teams in order to maximise revenue growth opportunities and drive cost efficiencies. I also produced and developed various management information (MI) to understand key performance drivers, including monthly Cost Value Review (CVR) analysis and.
Aug 2012 - May 2016
Management / Cost Accountant
β‘οΈ A leading manufacturer of plastic tableware and accessories. βοΈ I prepared the monthly management accounts pack and conducted detailed variance analysis including commentaries explaining to senior management the underlying reasons behind the significant variances from plan. I also produced monthly cash flow statements reconciling them to the Balance.
Jul 2011 - Feb 2012
Financial Accountant
β‘οΈ A leading European leasing and asset finance provider. βοΈ I was part of the Financial Reporting team where my main duty was preparing the monthly financial results pack and ensuring its timely issuance to parent company ING Leasing in Amsterdam. I also prepared liquidity reports assessing how well matched for interest rates the portfolio was in relation.
Jun 2008 - Jul 2011
Assistant Financial Accountant / Treasury Cashier
βοΈ I assisted in the preparation of the monthly financial results pack. I also managed back office treasury duties such as the daily recording of treasury activities and reconciling the cashbooks to the bank statements.πππ² πππ‘π’ππ―ππ¦ππ§ππ¬βοΈ Improving treasury controls by drawing up an authorisation matrix detailing permitted signatories and authorisation.
Apr 2007 - Jun 2008
Accounting Analyst
β‘οΈ A large shipping company that provided international container transportation. βοΈ I was part of the Management Accounts team and produced monthly revenue and cost performance summary reports for senior management. I also acted as a partner between Finance and Operations to assist in the collection of budget information. πππ² πππ‘π’ππ―ππ¦ππ§ππ¬βοΈ Improving the.
May 2005 - Jan 2007
Junior Analyst
βοΈ My primary function was to support the Accounting Analysts in their production of the Estimated Performance Summaries (EPSs) and this involved extensive use of internal systems to acquire/upload data.πππ² πππ‘π’ππ―ππ¦ππ§ππ¬βοΈ Promotion to Accounting Analyst in recognition of my quick understanding in the role.
Dec 2004 - May 2005
4 education records
Nick Shorey education
Cima, Accounting
Ba (Hons), Economics, 2.1
'A' Levels, Economics (A), Business Studies (A), French (D)
Gcse'S, 10 Subjects, 1 A*, 4 A'S, 4 B'S, 1 C
FAQ
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What company does Nick Shorey work for?
Nick Shorey works for Chancery Lane Income Planners.
What is Nick Shorey's role at Chancery Lane Income Planners?
Nick Shorey is listed as Associate Financial Planner at Chancery Lane Income Planners.
Where is Nick Shorey based?
Nick Shorey is based in Redhill, England, United Kingdom while working with Chancery Lane Income Planners.
What companies has Nick Shorey worked for?
Nick Shorey has worked for Chancery Lane Income Planners, True Potential Llp, Ecoworld London, Interserve, and Plastico Ltd.
How can I contact Nick Shorey?
You can use AeroLeads to view verified contact signals for Nick Shorey at Chancery Lane Income Planners, including work email, phone, and LinkedIn data when available.
What schools did Nick Shorey attend?
Nick Shorey holds Cima, Accounting from Cima.
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