Dani Nicholls

Contact Dani

0115 7722126

07702 495156

Trent Business Centre, Thoroton Road, West Bridgford, Nottingham NG2 5FT

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.

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.

Qualifications

I have the Diploma in Regulated Financial Planning, the Certificate in Pension Transfer Advice and Discretionary Management and I’m working towards Chartered Financial Planner status.