Nick Wills is a Chartered Wealth Manager within the Investment Management team. He is responsible for managing investment portfolios for individuals, trusts and charities, as well as maintaining the asset allocation guidelines and the production of the approved list of investments. His unbiased advice is relied upon by his clients to develop a comprehensive investment and wealth management plan specific to their individual needs.
Nick has over 20 years’ experience of the financial services industry and his commitment to providing an excellent service has ensured that his relationships, built on trust and respect, continue to grow. Nick is a chartered member of the Chartered Institute for Securities and Investments (CISI) and holds the Private Client Investment Advice and Management Certificate.