Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios. Nick particularly enjoys the interaction with clients and helping to guide them through the various different phases of their careers and into financial independence, meaning that they no longer have to worry about their finances. Nick also specialises in long-term cash flow forecasting, enabling clients to (amongst other things) assess the level of risk they need to take to achieve their financial goals or even to decide when they can afford to retire. Outside of work, Nick enjoys travelling and both playing and watching sports.
 

Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019.  He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds.  He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
 

I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford.  I am now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, providing a combination of strategy, technical advice and  investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.