Dani Nicholls

Contact Dani

The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

View more of our team

My role

I support our financial planners, helping them to give the best possible advice to our clients so that they can meet their lifetime goals.

I often find myself acting as 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.

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.

What’s important to me

People are the 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.

Volunteering forms a large part of my spare time, previously with Age UK but now as a Mentor for The Paraplanner Club. I also enjoy raising money for charity and my favourite event so far has been a Firewalk for the MS Society.

I love travelling, especially to places which I’ve not been to before! I take advantage of new, exciting opportunities by forcing myself to say yes, wherever possible.

Qualifications

I have the Advanced Diploma in Regulated Financial Planning, taking me to Chartered Financial Planner status, as well as the Certificate in Pension Transfer Advice and Discretionary Management.