BWP on white med

Call:  0115 7722126

Email: team@balancewealth.uk 

People are the main focus of my life, whether that’s ensuring we do what’s best for our clients or enjoying my spare time with family and friends.

 

I love travelling, especially to places which I’ve not been to before, and will usually try to rope friends in to come along but if not then it’ll just be a solo adventure instead!

 

I take advantage of new and exciting opportunities by forcing myself to say yes, wherever possible. Most recently, this lead me to complete a Firewalk to raise money for the MS Society.

 

Follow me

Dani Nicholls

Paraplanner

I have the Diploma in Regulated Financial Planning, the Certificate in Discretionary Management and I’m at the beginning of my journey to Chartered Financial Planner status.

Contact me

Background

I began working in financial services in 2012, after completing my degree in Accountancy and Finance. Since then, I’ve gained great experience through working with various companies and individuals around Nottingham, particularly enjoying tax and trust planning as well as long-term care considerations.

 

I thrive on expanding my knowledge and experience, enjoying finding and using more unusual planning ideas and tips.

 

Qualifications

My role

What's important to me

I support our financial planners, ensuring we give the best the advice to our clients so that they can meet their lifelong goals. I’m a sounding board and second opinion in the planning process.

 

To do this, I conduct research, consider technical aspects and personal circumstances, then conclude our findings and advice into easy to understand reports.

 

0115 7722126 or 07702 495156

in

Mail white small
Tel white small Back to our team (SM) Dani -0696