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Carole Nicholls
funds under advice
£220m
Fee-earning advisers
2
NUMBER OF CLIENTS
618
Nicholls Stevens Financial Services

Nicholls Stevens has been helping clients plan their finances for retirement for over 35 years. Experience has shown that giving financial advice is a two-way process, and the firm has learned as much from its clients about how to live fulfilled older lives as they have learned from them.

However, Nicholls Stevens is not all about the older generation. Through its Family Care Services, its highly qualified staff, mostly in their 30s and 40s, are helping clients’ children and grandchildren learn how to live financially viable lives.

Whatever the age of the client, the firm believes that the most important word in financial services is ‘care’. In many cases designing the financial plan is the easy part, maintaining the plan for 10, 20 and even 30 years is the difficult part, but they know that only with long term care can its clients lead comfortable and worry-free lives.