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.

Personal Financial Services

Financial Advice doesn’t have to cost a fortune
Corporate advice

Corporate Financial Advice

Nicholls Stevens specialises in designing benefit packages for small and medium sized companies
retirement planning

Retirement Advice

Retirement planning is not just for the old – you should start yours as early as possible

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.

Looking for financial advice?

If you are seeking financial advice and are a little unsure about the process or what you might expect from Nicholls Stevens, our adviser Carole Nicholls has put together a video entitled ‘Seeking Advice: The Nicholls Stevens Way’. 

Hopefully you will find this informative and useful but do please get in touch should you have any queries.

New Model Adviser Top 100

October 2018: We are pleased to announce that we have yet again appear in New Model Adviser’s Top 100 Advisers.  Congratulations to Carole and the team for being recognised in the list.

IHT Planner of the Year 2018 Award

October 2018:  Congratulations to our managing director, Carole Nicholls for winning Money Management Awards’ IHT Planner of the Year 2018.

2018 Women in Investment Awards

MAY 2018: Congratulations to Carole Nicholls for being nominated for ‘Role Model of the Year’ in the 2018 Women in Investment Awards.  The winners are announced later this month and we wish the best of luck to Carole

Nicholls Stevens' Updated Privacy Policy

In line with the incoming General Data Protection Regulation, coming in to force from 25th May 2018, we have updated our Privacy Policy.  Please click on the link below to read our updated policy.

Ever considered ethical investment?

April 2020

April 2020 I wrote this article before the current isolation situation but I feel that it gives us all something else to think about during this strange time. I meet clients from time to time who use the expression ’I have a blank about money’ and to some this...

March 2020

Strange days indeed As the year turned, we might have imagined that the decisive genera election result might bring some stability to 2020 after the turbulence of 2019. Some may have hoped we could turn our attention to pressing...

February 2020

Looking at it another way – I keep putting off Writing a Will When I meet a new client for the first time, I will ask them to bring along details of their investments and a brief resume of themselves and their objectives. When reviewing this information, very seldom...

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