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.

Services

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

Awards

We keep these previous accolades on the site because they were hard won. Nicholls Stevens was a firm of Financial Advisers/Planners when others using the same title were selling products. Thankfully the profession has changed; those who now work in it are well qualified and proud to call themselves planners. Nicholls Stevens is a mature business celebrating its 40th birthday in 2026. We are fortunate to work with mature clients, who continue to recommend us to others. The need to enter competitions to attract clients is long gone, but it is always worth us and the clients remembering that it was a hard-won journey.

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.

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

Ever considered ethical investment?

February 2022

You might well ask the question? How can money be fun, obviously it cannot be fun in itself it is merely a means of exchange of goods and services but how we use our money can make our own lives and the lives of others more fun. I do not know about you but I find...

May 2020

We have established a webpage providing updates on the office during lockdown, as well as providing links to a variety of newsletters for employers, schemes and individuals We are also running a monthly newsletter where we are undertaking an Investment Horse Race and...

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