Nicola West

FPFS. Cert SMP. ACMA. BA Hons. Aff.SWW

Nikki West is one of the most professionally qualified individuals in the financial services industry. Nikki is a Chartered Financial Planner and has also achieved the pinnacle in professional standards, and was awarded Fellowship of the Personal Finance Society in 2016. Nikki has also achieved the recognition of being a certified member of mortgage professionals and advises to the advanced level in mortgages as well as offering services in equity release*.

Your home may be repossessed if you do not keep up repayments on your mortgage.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

About

Nikki has been providing wealth management advice as a representative of St. James's Place since 2008, and prior to this she was a Chartered Accountant for 12 years.

Her knowledge and expertise allows her to give complete advice addressing all financial planning needs from investment and tax planning advice, inheritance tax planning, helping to secure a comfortable retirement, protecting business assets and purchasing your first home or moving home.

Nikki believes that financial services is a people business and is therefore committed to providing high levels of client service at all times.

The level of satisfaction may be judged by the fact most of her new clients are as a result of personal recommendation by existing clients.

In her spare time Nikki enjoys riding her horse Fliss and taking her dogs Monty, Hattie, Herbie, Hugo and Marley for walks in the countryside.

Testimonials

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Nicola has been my financial adviser for many years now, and over this time I have found her always available to help point me in the right direction and assure me in my financial planning. I would always be happy to recommend friends and family to her, indeed I have done so.

David Harwood| HGV Driver, Tamworth

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

West Wealth Management Ltd is registered in England and Wales, Number 09986567. Registered Office: Mulberry House, 5 Assheton Lane, Twycross, Atherstone, Warwickshire, CV9 3QQ.