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?
June – Fixed Interest
In last month’s newsletter, I commented on the structure of fixed interest securities. In this month’s edition, I am going to concentrate on the use of fixed interest and other investments to create income. Most investors, particularly those in retirement, want to...
June – Ethical Investing
If you are a follower of the ruminations of my cat, Ruby, you will have seen that I have recently ‘given up’ on my electric car. This was upsetting because I am a firm believer that we should be using alternative energy. However, I only want to drive a small car....
The Death of Salary Sacrifice?
Recently, I have read several articles indicating that a recent change in legislation introduced by Rachel Reeves will result in the death of salary sacrifice as a means of making pension contributions. I do not believe this to be a reason for members of workplace...
May – Fixed Interest Securities
From time to time I like to use the medium of our website to improve the knowledge of our clients and website readers. My topic for this month is ‘fixed interest’ investment. When constructing a portfolio for a new client, I will explain the spread of investments and...
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...