To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
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 improve our situation. Given the current climate in the financial world we have seen positive results so far.
New Client, Farnham
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 explained fully everything I asked. Early days but so far very good.
I have been given plenty of documentation which covers all areas i need. Also given contact numbers and assured Nick will be on hand if I need him at any time. This is a major plus as it has proved difficult at times in the past to make contact with someone. Now I feel I am more than a number.
A long standing client, Farnham
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 years now and it is good to know that we have someone who we trust to help us when we need it.
Existing clients, Fleet
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 the bank rather than using the wider market which could have been more favourable to us. Nicholas McNally listened carefully to our requirements and lifestyle needs. Following this interview he researched investment possibilities on our behalf and advised us of the advantages of investing with an independent Investment Management company. He explained everything to us in a manner that we understood and gave us adequate time to review and digest the information he had researched without any pressure. He answered any queries we had and provided total support throughout the transfer and setup procedure of our investments. Yes we feel comfortable with our investment portfolio following the transfer. We are also very pleased with the continuous support we get from Nicholas McNally and also our Account Manager from the Investment Company that Nicholas introduced us to.
New Clients, Berkshire
"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 would provide the same advice or support for our investments that he would give his own family. Therefore, this makes us confident in using him as our financial adviser."
Existing clients, Farnham
‘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.’
Existing clients, Farnham
"I had the advantage of having dealings with Nicholas McNally previously at HSBC. I put my trust in him then and I am confident that he will provide an even better service as he is no longer confined by HSBC restrictions."
An existing client, Walton on Thames
With over 28 years of experience in financial planning, we have enjoyed building strong, long term relationships with all our clients. We believe that trust and honesty are the key to providing quality advice.
Once instructed, we also carry out regular reviews with you on an ongoing basis, so that your products remain suitable and meet your needs.
We are totally independent, so able to choose the products and services that are right for you. In most cases, our clients also will have an investment manager who will also work alongside us so that your investments are actively managed and not reactive to the markets, which is so important.
Most of our new clients are referred to us by existing clients and professional contacts.
A totally professional, yet personal approach!
Whether you are looking for advice on investing a lump sum to increase your wealth, on accessing your pension, under the new Pension Freedoms, how to invest your inheritance or how to protect your family against the financial impact of an illness or death, we would be delighted to help you. My key strength is being able to provide bespoke advice on complex areas such as pensions in a simple straightforward manner.
Then as well as helping clients increase their wealth, we can also help you to make use of your various tax allowances, such as ISAs and CGT.
Where to find us
Head office address: 1 Cruikshank Lea, College Town, Sandhurst, Berkshire, GU15 1NZ
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.
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