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 is currently serving as a Director on the board of the Personal Finance Society. Last year she was the and National President. Carole has written a number of books on the topic of financial planning and frequently lectures on the subject. She was recently a finalist in the IFA woman of the year award. |
| 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 Flamming. 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 I.T. Victoria Blashill - Is responsible for all day to day administration of pension schemes and general office administration. |
| Authorised and Regulated by the Financial Services Authority |
