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Nicola

Nicola Head of Central Operations

financial planning

“There is lots of opportunity to develop knowledge and skills whether through group workshops or independent study.”

  • Tell us about your role and what you get involved in

    I am now Head of Central Operations where I oversees the provision of high quality of technical and administrative support to clients and colleagues throughout the firm. Together we help our clients work towards their long-term goals by making sure their finances are in the best shape possible. We research markets, source suitable investments, arrange their purchase, and then we monitor performance, changes in legislation and recommend adjustments along the way. We build long term relationships with clients and their families – giving them peace of mind and time to do what they are more interested in.

  • Tell us about the culture

    The people I work with are professional and we all have the same ethos which is to look after each other as well as our clients. We want people to enjoy the working environment but not at the expense of their home lives.

  • What’s been your biggest achievement?

    Developing a clear framework that will future proof our business has consumed a lot of my time, but I am proud we now have a sturdy foundation from which we can continue to grow and be a highly successful business.

  • How are you supported in your role?

    We work as a team, share ideas and both colleagues and senior management support each other. There is lots of opportunity to develop knowledge and skills whether through group workshops or independent study.

A bit more about me