Nick Field
Financial planning director
Nick Field
Financial planning director
London
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 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.