Independent Financial Adviser Diploma In Regulated Financial Planning
CurrentIndependent fee based advice on Investments, Retirement Strategies and Estate Planning
Sep 2000 - Present
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Nick Mcbreen Email & Phone Number
Independent Financial Adviser Diploma in Regulated Financial Planning
at
Worldwide Financial Planning
1 work email found
@wwfp.net
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✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Financial Adviser Diploma in Regulated Financial Planning
Location
Truro, England, United Kingdom
Company size
Who is Nick Mcbreen? Overview
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Quick answer
Nick Mcbreen is listed as Independent Financial Adviser Diploma in Regulated Financial Planning at Worldwide Financial Planning, a with 31 employees, based in Truro, England, United Kingdom. AeroLeads shows a work email signal at wwfp.net and a matched LinkedIn profile for Nick Mcbreen.
Nick Mcbreen previously worked as IFA at Worldwide Financial Planning and Point of Sale IT Project roll-out and implementation manager at Abbey Life. Nick Mcbreen holds Bed Hons, Education from Exeter University.
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{first_initial}{last}@wwfp.net
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Profile bio
About Nick Mcbreen
Nick McBreen IFA ---Nick is an IFA and business consultant and started his financial services career in 1989 first as a financial advice sales consultant ,then into management roles including recruitment; training; sales development; facilitating and project management of a company wide point-of-sale IT adoption and implementation.In January 2000, Nick set up his own consultancy firm designing face-to face and online training, business planning programmes for e-business for UK based SMEs, and project managing online outsourcing. Nick joined Worldwide Financial Planning in 2001 as an IFA, specialising in investment and brings to his work a practical understanding of what it takes to run a business”. Awarded title of New Investment IFA of the Year in 2004 by Financial Adviser magazine, and runner-up as Investment IFA of the Year 2005, Nick also has a strong interest in socially responsible investment and in 2005 was awarded the Ethical Investment Portfolio Planner of the Year awarded by Ample. Nick specialises in investment,estate and retirement planning areas and is a regular commentator on financial planning matters in the local and national press. Nick is also frequent panel member and speaker at financial services industry events in the UK and judge of the Moneywise Awards.Specialties: Retirement strategies; estate planning and investment portfolio advice including socially responsible funds.Early adopter of use of technology within financial sevices business and keen advocate of WRAP based advice for clients using fee structured remuneration.Also skilled presenter and facilitator who enjoys interaction and sharing of practical ideas with industry colleagues.All comments and views expressed on my profile are made from my personal perspective!
Listed skills include Retirement Planning, Financial Advisory, Pensions, Investments, and 28 others.
Current workplace
Nick Mcbreen's current company
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Worldwide Financial Planning
5 roles
Nick Mcbreen work experience
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Ifa
Nick McBreen is an award winning, highly experienced fee-based Independent Adviser specialising in helping individuals and business people with their investments, estate and retirement planning. Nick who has a strong belief in the benefits of lifestyle planning and socially responsible investment, regularly features on local radio and television and Adviser websites such as Vouchedfor. Nick is also a regular commentator in the press and panel member at financial services industry events in the… Show more Nick McBreen is an award winning, highly experienced fee-based Independent Adviser specialising in helping individuals and business people with their investments, estate and retirement planning. Nick who has a strong belief in the benefits of lifestyle planning and socially responsible investment, regularly features on local radio and television and Adviser websites such as Vouchedfor. Nick is also a regular commentator in the press and panel member at financial services industry events in the UK and also judges on industry awards such as Moneywise.Nick helps clients to:• Get a clearer understanding of your financial situation and options and objectives• Agree goals and targets that you can work towards. • Formulate a lifestyle and financial plan.• Work alongside you and help you set your future course. • Facilitate on your major financial decisions. • Help you manage planning around your businesses and personal money. • Provide realistic planning numbers. • Save you time. • Cut through industry jargon and technical stuff. • Provide a second opinion and share ideas on your decision making. • Keep you on track and in alignment with your real goals. • Make professional introductions as and when required. Show less
Point Of Sale It Project Roll-Out And Implementation Manager
Abbey Life
Part of team responsible for development and roll-out of new point of sale technology and back office system
Jan 1996 - Apr 2000
Sales Manager
Abbey Life
Group sales manager with sales and recruitment responsibilities
Jan 1992 - Jan 1996
Sales Consultant
Abbey Life Assurance
Self employed life and pensions and investment sales consultant
Oct 1989 - Jan 1992
Team & coworkers
Colleagues at Worldwide Financial Planning
Other employees you can reach at wwfp.net. View company contacts for 31 employees →
RH
Robert Haymes
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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CD
Céline Desmettre
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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CF
Christine Fry
Colleague at Worldwide Financial PlanningGreater Leeds Area, United Kingdom
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JD
Janice Dacosta
Colleague at Worldwide Financial PlanningBenin
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LM
Lindsey Marchant
Colleague at Worldwide Financial PlanningGreater Southampton Area, United Kingdom
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OM
Orla Mcgahan
Colleague at Worldwide Financial PlanningCounty Kerry, Ireland
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MP
Martyn Page
Colleague at Worldwide Financial PlanningLondon, England, United Kingdom
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PM
Peter Meeson
Colleague at Worldwide Financial PlanningUnited Kingdom
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CR
Chris Rowe
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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SW
Suzanne Webb
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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Robert Haymes
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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CD
Céline Desmettre
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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CF
Christine Fry
Colleague at Worldwide Financial PlanningGreater Leeds Area, United Kingdom
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JD
Janice Dacosta
Colleague at Worldwide Financial PlanningBenin
View →
LM
Lindsey Marchant
Colleague at Worldwide Financial PlanningGreater Southampton Area, United Kingdom
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OM
Orla Mcgahan
Colleague at Worldwide Financial PlanningCounty Kerry, Ireland
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MP
Martyn Page
Colleague at Worldwide Financial PlanningLondon, England, United Kingdom
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PM
Peter Meeson
Colleague at Worldwide Financial PlanningUnited Kingdom
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CR
Chris Rowe
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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SW
Suzanne Webb
Colleague at Worldwide Financial PlanningTruro, England, United Kingdom
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2 education records
Nick Mcbreen education
Bed Hons, Education
Exeter University
A Levels
Brockenhurst Grammar Hampshire
FAQ
Frequently asked questions about Nick Mcbreen
Quick answers generated from the profile data available on this page.
What company does Nick Mcbreen work for?
Nick Mcbreen works for Worldwide Financial Planning.
What is Nick Mcbreen's role at Worldwide Financial Planning?
Nick Mcbreen is listed as Independent Financial Adviser Diploma in Regulated Financial Planning at Worldwide Financial Planning.
What is Nick Mcbreen's email address?
AeroLeads has found 1 work email signal at @wwfp.net for Nick Mcbreen at Worldwide Financial Planning.
Where is Nick Mcbreen based?
Nick Mcbreen is based in Truro, England, United Kingdom while working with Worldwide Financial Planning.
What companies has Nick Mcbreen worked for?
Nick Mcbreen has worked for Worldwide Financial Planning, Abbey Life, and Abbey Life Assurance.
Who are Nick Mcbreen's colleagues at Worldwide Financial Planning?
Nick Mcbreen's colleagues at Worldwide Financial Planning include Robert Haymes, Céline Desmettre, Christine Fry, Janice Dacosta, and Lindsey Marchant.
How can I contact Nick Mcbreen?
You can use AeroLeads to view verified contact signals for Nick Mcbreen at Worldwide Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Nick Mcbreen attend?
Nick Mcbreen holds Bed Hons, Education from Exeter University.
What skills is Nick Mcbreen known for?
Nick Mcbreen is listed with skills including Retirement Planning, Financial Advisory, Pensions, Investments, Retirement, Strategic Financial Planning, Financial Services, and Inheritance Tax Planning.
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