Nick's qualifications
At work
Nick has worked in financial services since 2008, specialising in pension transfer advice and broader cross-border financial planning. He is a qualified Financial Adviser in both in the UK and Australia, placing him in a strong position to identify complex cross border advice needs. Nick is also a Pension Transfer Specialist, and over the years has successfully helped hundreds of clients transfer their pensions to Australia for their retirement.
Nick began his career with bdhSterling in the UK shortly after the company was founded. In 2014, he got a taste for the Australian way of life and moved to Sydney, where he continued to deepen his expertise and support expatriate clients. More recently, he has relocated to Dubai for family reasons, as his wife teaches at an international school. Living in Dubai means Nick is ideally placed to hold initial meetings with clients across multiple time zones, from the UK through to Australia, offering flexibility and accessibility at the earliest stages of your advice journey.
All regulated advice, however, continues to be delivered through our UK or Australian advice teams, ensuring clients receive the highest standard of guidance under the appropriate regulatory framework.
As an expat himself, Nick understands the challenges facing his clients and their families when they make the decision to move abroad. This unique insight allows him to approach each individual situation with empathy and compassion.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.