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

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.

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.


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.

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

Ever considered ethical investment?

Find out more here

What happens if my savings are threatened?

In the last couple of articles I have looked at a financial plan for a young person starting work through to mid life. In mid-life the best laid life plans may be upset by divorce and with divorce goes an upset in financial plans. The idea for this article came from...

Mid-life savings crisis

By the time you reach your mid years your savings plans should be well established. You will have no doubt dipped into your emergency plan money and also the “Adventure” money but hopefully there are still funds in all three sections of the plan. Now is the time for a...

The lean years – getting help

As the years go by most of us take on more responsibility and liabilities, perhaps we buy a house and take on a mortgage, we have a partner and maybe children. In order for the financial plan to work you have to keep saving and there may now be moments when it looks...

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