NPM Wealth Management Ltd
Initial consultation free
Independent
Independent advice that is clear and takes your needs into account with a professional yet personal approach.
We can advise you on
Clients
helped
77helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Nicholas McNally Dip PFS
Managing Director
What our clients say
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New Client
My wife and I were not happy with our previous financial adviser. We explained our concerns and wishes and Nicholas immediately understood our position and came up with advice and strategies to...
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Existing clients
To better manage our finances. He listened to us and gave us the benefit of his advice helping us to simplify our investments and make them more manageable. Nicholas has been advising us for over 10...
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Existing clients
"Nicholas McNally has taken time to build a solid relationship with us which has made us feel comfortable and confident in our decision making process with regard to investment. We feel that Nicholas...
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A long standing client
I was looking for someone to advise me on future investments and have known Nick for a number of years. Nick is setting up my portfolio and we will have regular meetings. He understands my needs and...
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New Clients
Both myself and my Wife were disappointed with the return on our investments with one of the leading banks.We felt that the bank appeared to be investing our portfolio in products more favourable to...
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Existing clients
‘We have known Nick McNally for over ten years, value his advice and feel he would always work in our best interests, to the best of his knowledge.’
Compliance
NPM Wealth Management Ltd is an appointed representative of Vision Independent Financial Planning Limited, a trusted, established and progressive national company. Financial planner Nicholas McNally has provided financial advice for over 28 years, and has a wide variety of clients spread across the south of England. He takes pride in spending time with each one of his clients, so as to fully understand their financial needs and form a long-term working relationship. He is available to meet with you at your home or workplace if you prefer. We specialise in discretionary fund management, portfolio management, pension and retirement planning, investments, inheritance tax planning, protection, and income or growth production. Each is delivered as part of a comprehensive and bespoke financial planning service, designed according to your unique needs and goals. Specialising in the high net worth and professional sectors, we are fully independent and can offer products from the whole market.
Legal information
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