Nigel Porritt - I am a fully qualified, level 4 Financial Adviser holding the Regulated Diploma in Financial Planning and am currently working towards obtaining Chartered Status. I have 9 years of experience in Financial Services, nearly 3 of which as a Financial Adviser. I am extremely passionate about helping people, particularly those approaching retirement, achieve their aspirations and goals through sound and thorough financial planning. I offer advice in all areas such as pensions, investments, estate planning and protection.
Financial planning is an area which can be complex and I pride myself in offering a friendly, professional service which is presented in a clear and simple way. I am committed to building and maintaining long-term relationships and seeing the results of how my advice has improved my client’s quality of life is what drives me. I am a proud father of 3 children who keep me busy whenever I am not assisting my clients and it is my family that drives me to be the best I can be, ensuring I can provide the best possible start in life for them as I can. In my spare time (which as you can imagine is limited!), I enjoy watching football now that my body doesn’t seem to want to allow me to play anymore!
Alison Beardsell - I am a fully qualified Financial Adviser, holding my diploma in financial planning with both the Chartered Insurance Institute and the Institute of Financial Services. I am also actively working towards attaining Chartered status, with two exams to complete! I have 15 years of experience in financial services, with 12 of these specifically working within financial advice. I provide holistic advice across retirement and pension planning, investment and inheritance tax planning and protection requirements. I am keen to build long-lasting relationships with my clients by listening to their aims and objectives for the future and providing the highest quality, personalised financial advice on a fully independent basis. Outside of the office, I spend most of my time keeping up with my son and his adventures. We like to travel as a family and I also enjoy running and yoga.
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