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
Corporate Financial Advice
Retirement Advice
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
IHT Planner of the Year 2018 Award
2018 Women in Investment Awards
Ever considered ethical investment?
February Newsletter – Understanding Risk
One of the most difficult parts of my role as a financial adviser is helping potential investors to understand risk. Every adviser has a method of testing a client’s attitude to risk. This is usually done by means of a questionnaire. The questionnaire then analyses...
January Newsletter – Putting Your House In Order
This is the time of year when our minds turn to New Year resolutions. What sort of resolutions could we make about our savings or investments? Have we made a plan? What about all these spurious bank accounts we set up on a whim following a column in the FT or an...