Nicholls Stevens Financial Services care for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service it gives regardless of the client’s wealth.
Services
Personal Financial Services
Corporate Financial Advice
Retirement Advice
Awards
We keep these previous accolades on the site because they were hard won. Nicholls Stevens was a firm of Financial Advisers/Planners when others using the same title were selling products. Thankfully the profession has changed; those who now work in it are well qualified and proud to call themselves planners. Nicholls Stevens is a mature business celebrating its 40th birthday in 2026. We are fortunate to work with mature clients, who continue to recommend us to others. The need to enter competitions to attract clients is long gone, but it is always worth us and the clients remembering that it was a hard-won journey.
NMA Top 100 2020
NOVEMBER 2020: We are pleased to announce that we appear in New Model Adviser’s Top 100 Financial Adviser Firms 2020!
Congratulations to Carole Nicholls and the Team.
New Model Adviser Top 100
IHT Planner of the Year 2018 Award
2018 Women in Investment Awards
Ever considered ethical investment?
May Newsletter – Stagflation: What is That?
If any of you are followers of the ‘Ruminations of Ruby the Cat’, you will realise that I have recently been exercised by the possibility of the UK, or indeed the world economies, suffering in the near future from stagnation. Before explaining the concept of...
April – Actions In A New Tax Year
Spring arrived on 20 March and now we are into a new tax year. This time of year is for new beginnings. The question I am often asked at this time of year is, ‘Shall I make my ISA contribution now or wait?’ To a large extent, the answer lies in the source of the money...
April – Helping Your Family & Keeping All Options Open
We know from talking to our clients that many of you are concerned about the long-term financial health of your children or grandchildren. Many of you are making one-off gifts of capital, or regular gifts, to help them fund their first property purchase or build up...
March – End-Of-Year Actions
This is usually the busiest financial month of the year for both us and our clients. There is an endless rush to make sure that each and every one of you has made use of all possible allowances. Otherwise, you may pay more tax than is necessary.Here are some of the...
An Update on Recent Global Events
I know that you will be feeling concern about the events in the Middle East and the effect this will have on global markets and your investments. Many of you will be prepared for the advice I am about to give, and that is to take no action. It is important to remember...
March – The Relevance of the Word ‘Investment’ in a Time of High Political and Economic Risk
The Oxford English Dictionary defines ‘investment’ as committing resources with the expectation of future benefits. This is exactly the activity in which our clients are engaged. If they are in their 30s or 40s, they are committing a percentage of their remuneration...
February – Spring Cleaning
Last month I spoke about how much cash you should keep in an emergency fund. This month, I want to make a few more important points about holding cash accounts for long periods. Cash accounts should be held to provide funds for emergencies, but they should not be...
February – Understanding Risk
One of the most difficult parts of my role as a financial adviser is helping potential investors to understand risk. Every adviser has a method of testing a client’s attitude to risk. This is usually done by means of a questionnaire. The questionnaire then analyses...
January Newsletter – Putting Your House In Order
This is the time of year when our minds turn to New Year resolutions. What sort of resolutions could we make about our savings or investments? Have we made a plan? What about all these spurious bank accounts we set up on a whim following a column in the FT or an...