Welcome
I am Nicolas, an Independent Financial Adviser (IFA) based in Newbury, helping people plan for the future.
I advise on Pensions, Investments & Protection Policies.
I am focused on your Financial Wellbeing, whatever your situation. Please get in touch for a free initial chat
Please email nicolas@planwithnicolas.com to book an appointment with me. Alternatively, you can call or message me on 07522 045 615.
How I help
Protecting You
I HELP YOU PROTECT YOUR INCOME AND YOUR FAMILY WITH LIFE INSURANCE, CRITICAL ILLNESS COVER AND INCOME PROTECTION.
About You
Whether you are building wealth for the future or planning your retirement, I help clients across the UK reach their goals.
About Me
I am Nicolas, an Independent Financial Adviser (IFA) based in Newbury, helping people plan for the future.
My focus is on good client outcomes.
My Transparent Fees
You wouldn’t buy a car without knowing the price beforehand. I think the same about Financial Planning.
This is why, I make my fees clear on my website. Check them here.
MY purpose
Making your future clearer and more secure
I help you to achieve your goals. Whether it is protecting loved ones, building wealth or retiring comfortably, I can help.