Meet the Nicholls Stevens Team
Fax: 0117 9225919
E-mail us
Mailing address:
Nicholls Stevens Financial Services
9 St Augustines Parade
Bristol
BS1 4UT
Meet the Nicholls Stevens Team |
Telephone: 0117 9290456 Fax: 0117 9225919 E-mail us Mailing address: Nicholls Stevens Financial Services 9 St Augustines Parade Bristol BS1 4UT |
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| The Principal |  Nicholls Stevens is run by its principal, Carole Nicholls. Carole is a
Chartered Financial Planner
and qualified as a Fellow of the Personal Finance Society (PFS) and is a Fellow of the Chartered Insurance Institute (CII).
She also holds the Certified Financial Planner status.
She has recently finished serving as a Director on the board of the Personal Finance Society.
She was also the National President.
Carole is still heavily involved with the PFS and regularly speaks at financial
services conferences. Carole has written a number of books on the topic of financial planning and frequently lectures on the subject.
Her most recent book
'The
Pensions Jigsaw'
is now for sale via our website. Nicholls Stevens Financial Services have been nominated in 2009 and 2010 for the New Model Adviser award. She was recently a finalist in the IFA Woman of the Year award.
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| The Advisers |
Each adviser is highly qualified and looks after his or her own group of clients, but is available to assist their colleagues. Alan Grimes - Alan is a very experienced Financial Adviser. He has worked in the Industry for over 30 years, in management, training and as an adviser. He holds the Diploma in Financial Planning. Peter Thomas - Peter lives and works in Dorset and specialises in Self Administered Pension Schemes. |
| Administration |
Grace Jones - Carole Nicholls’ Personal Assistant and as the longest serving member of staff extremely well known to all our clients! Carol Thirunamam - Heads up the investment department. Dorothy Smith - She and Jacqui Amos are responsible for the valuation service. Jacqui Amos - Responsible for daily valuation service. Hannah Nicholls - Hannah is responsible for HR. Fund research and analysis, I.T. Victoria Blashill - Is responsible for all day to day organisation of Caroles Diary, Pension administration and general office administration. Matthew Haynes - Works as an administrator and helps with valuations and input of data onto our database Katherine Doherty - Our newest member of staff will be dealing with all our new business once she has settled in. |
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Authorised and Regulated by the Financial Services Authority |
