Who we are

Nicholls Stevens was established in October 1986. We are a firm of independent financial advisers, directly authorised by the FCA (Financial Conduct Authority).

Nicholls Stevens cares for the financial needs of their clients, both individual and corporate, by applying the highest level of skill and expertise to the advice and service we give regardless of the client’s wealth. Most new clients are referred to us by personal recommendation from existing clients or professional firms.

 

What we do best

We specialise in retirement planning, that is helping clients of all ages from 30 upwards to accumulate wealth so they can enjoy their later years. We assist clients in making the right financial  decisions when they reach retirement and we continue to work with our clients as they get older, helping them with changing financial needs and managing their money as they become more infirm and maybe need long-term care advice.

 

Where we are

Nicholls Stevens (Financial Services) Limited are a national firm of independent Financial Advisers financial services operating out of Bristol and London. We have clients located throughout the UK .

Our headquarters are in St Augustine’s Parade, right in the city centre, next door to the Hippodrome Theatre.

The offices at St Augustine’s Parade can be easily accessed by air, rail or road. Bristol International Airport is situated 20 minutes away by road to the south of the city and the Temple Meads Rail Station is just 20 minutes walk away.

Client meetings in London are held in the City, just down the road from Lloyds of London. The offices are within walking distance of Monument and Liverpool Street tube stations (District or Circle Line).

Although we prefer to see clients in our offices, we can of course come to see you if it is difficult for you to travel to Bristol or London. There may be a small additional charge made for this.

 

Meet the Boss

The team is headed up by Carole Nicholls who is extremely well qualified and has over 30 years experience as a financial adviser. She is both a Chartered and Certified Financial Planner. The Financial Mail referred to Carole as a ‘Champion of Fairer Finance’.

Carole is a Fellow of the Personal Finance Society and a Fellow of the Chartered Insurance Institute.

Carole won two national awards in the Money Management Financial Planner Awards for 2010, ‘Cautious Investment Adviser of the Year’ and ‘Retirement Options Adviser of the Year’.  In 2013 she won a further Money Management Financial Planner Award, for ‘Inheritance Tax Planner of the Year’.

Carole has appeared in New Model Adviser’s Top 100 Advisers on multiple occasions, most recently in 2014 and 2015.

Carole is committed to improving the professional standards within the Financial Services profession and has served on the Board of the Personal Finance Society for a number of years and served as the National President in 2006/7. She has written a number of books on the subject of pension and financial planning and frequently speaks at national conferences as well as running a financial services training company.



Our Service

We provide a financial planning service, we do not sell products. As a result of preparing a financial plan for our clients there may be a need for a product but this is not the aim of the service.

Fees

Nicholls Stevens offers clients advice on a fee basis.

Our service and fees are broken down into four definite phases and clients can exit at any point.

Awards

Nicholls Stevens have won numerous awards over the years for independent financial advice.

Pensions Jigsaw

Many people fail to plan for the most important period of their life – their older years. This workbook aims to help the reader put together a plan for retirement. It will take a little effort by the reader but the book gives plenty of practical suggestions.

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