Nikki West is one of the most professionally qualified individuals in the finanacial 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*.
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.
*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.
When son Oliver isn’t studying at Oxford or on the golf course sporting his favourite pastime, he assists his mum in providing entrepreneurial ideas for marketing and networking to expand and enhance Nikki’s client base.
Becky joined the Practice in March 2018 as Personal Assistant. Her role involves working closely with Nikki, ensuring she has everything required to service our clients and help them achieve their financial goals and objectives.
Becky is responsible for the smooth running of the office, processing new business, co-ordinating client servicing and organising client events.
In her spare time Becky enjoys spending time with her family and having days out.