Nick is the principal adviser of NB Wealth Management and the Managing Director of the business. He enjoys meeting with clients and helping them solve their financial planning issues by offering timely, personal and tax-efficient financial advice tailored to their needs.
Nick has been working in financial services since 2003, originally starting his career at Hargreaves Lansdown before joining St. James’s Place in 2012. He has an LLB (Hons) Law Degree from the University of Exeter, is a Chartered MCSI, a Chartered Associate of the London Institute of Banking & Finance and holds the Diploma in Financial Planning from the Chartered Insurance Institute.
Nick's email: Nick.Brown@sjpp.co.uk
Nichola and Mike use their combined experience of 60 years in Financial services including 16 years within St. James’s Place, to assist Nick & his advisers to help to ensure the very best outcomes for their clients. They provide an invaluable source of expertise for complex financial solutions, which helps strengthen the depth of knowledge within NB Wealth Management. Mike & Nichola co-founded Huntsbridge Wealth Management which has recently merged with NB Wealth Management.
Michael's Telephone: 07990 786892
Mike's email: Michael.email@example.com
Nichola's Telephone: 07786 373897
Nichola's email: Nichola.Fleming@sjpp.co.uk
Brian has worked in financial services in London city since 2008 and joined NB Wealth Management in 2018.
Since entering the personal financial services sector, Brian has focused his energy on providing a personalised, trusted service to his clients in London and the home counties. Thorough and innovative, he works closely with his clients to understand the needs and objectives of each individual, before designing and implementing tailored solutions to help achieve their future financial goals. Brian concentrates on aiming to deliver value to his clients and he aims to help clients increase net asset value by executing long term strategies involving tax-efficient investment planning and savings.
Brian lives in Hertfordshire with his wife Dee and daughter Ruby. He enjoys music, golf and rugby.
Brian's email: Brian.OConnell@sjpp.co.uk
Jaylan oversees the back office support and is responsible for the business operations. This includes client relations, client on-boarding, engagement and events, alongside steering internal processes, in order to provide the most effective and professional client servicing. Jaylan has a strong corporate background, previously working for St. James’s Place corporate for six years.
Jaylan's email: Jaylan.Veseli@sjpp.co.uk
Amy is responsible for managing all aspects of Client Services, such as handling client queries and ensuring all requests are dealt with as efficiently and professionally as possible. She provides client administration and helps with general back office support.
Amy joined NB Wealth Management in November 2019. She has more than 6 years’ experience with St. James’s Place and working with clients to deliver the highest levels of service which comes naturally to her.
Outside of work Amy enjoys going to the gym. She also enjoys catching up with friends and family, and likes to travel when she can.
Amy's email: Amy.Robinson@sjpp.co.uk
Aron performs due diligence and research into core products and business areas including taxation, regulation, legislation and compliance. Aron is primarily involved in the preparation and administration of financial planning and reporting for our clients. Aron has a strong background in business and finance, being involved with family businesses from an early age, studying International Business at the University of Central Lancashire and beginning his career at a financial planning practice in the Ribble Valley before joining NB Wealth Management.
Aron's email: Aron.Karri@sjpp.co.uk
Michaela is Nick’s Personal Assistant and is the first point of contact if Nick is unavailable. She provides client servicing support, manages business and client administration and helps with general office and operations management. Michaela is a St. James’s Place Accredited Partner PA.
Michaela's email: Michaela.Mutch@sjpp.co.uk
Phil joined NB Wealth Management in 2019 after working with a small IFA for 3 years.
Although relatively new to Financial Services, Phil spent 15 years in Corporate IT sales before deciding to retrain as a Financial Adviser in 2016. He completed the Diploma in Financial Advice (DipFA) in August 2017. Phil has a BSc (Hons) Business & IT Degree and more recently has become a Member of the London Institute of Banking & Finance. He has also completed qualifications in Mortgages & Protection, Equity Release and Long-Term Care Insurance.
Phil’s role is to provide holistic wealth management advice to our clients. He is committed to building trusted long-term relationships and works with each of them to understand their current situation and future aspirations before recommending an appropriate plan of action.
Phil lives in Surrey with his wife, 2 girls, 4 horses and far too many pets.
Philip's email: Philip.Daw@sjpp.co.uk