Simon Nutter

I am a Chartered Financial Planner with 30 years of experience in the Financial Services Industry and I have been providing tailored financial advice to clients across the North West for the last 10 years.

My Services

Every Client is unique, so I will spend time establishing your personal and financial circumstances to find out what is important to you.

I will then develop and deliver a financial plan to help you achieve your financial and personal goals.

Once your plan is in place, we will review it on a regular basis so that it remains on track to deliver the desired outcomes.

This is important because no matter how well prepared you are, things can change quickly and it’s important to be able to react and adapt to changes in circumstances.

My specialist areas are:

• Retirement Planning and Pensions
• Investments
• Protection
• Estate Planning

Whether you’re looking for help with saving for retirement, or if you are at retirement and looking for advice on how best to use your retirement pot I can help.

If you are saving for the future, wanting to make your money work harder or looking to protect your loved ones I can help you put plans in place.

Sandringham’s bespoke client portal – Wealth Platform, allows my clients to access all of their Investment, Pension and Life Assurance products in one place 24/7.

The “Precision” cutting edge technology ongoing client service allows me to spend more time helping my clients.

I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer.

Any costs for ongoing services will be discussed and agreed before any formal advice is given.

If you would like to know more about my services or to arrange a meeting, please call me or send me an email.