Alex Nicklin Email
Financial Planner - Partner @ Brunel Wealth
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Alex Nicklin Location
- Bristol, GB
Alex Nicklin Work
- Financial Planner - Partner @ (November 2019 - Present)
- Financial Planner - Director @ (January 2017 - November 2019)
- Financial Planner and Wealth Manager @ (June 2014 - January 2017)
- Financial Planning Consultant @ (October 2013 - June 2014)
- Independent Financial Adviser @ (August 2011 - October 2013)
- Independent Financial Adviser @ (July 2009 - August 2011)
- Account Manager @ (June 2005 - July 2009)
- Various Roles @ (June 2001 - June 2005)
Alex Nicklin Education
- King alfred school
Alex Nicklin Skills
- Asset Allocation
- Asset Management
- Business Protection
- Cashflow Analysis
- EIS
- Estate Planning
- Executive Financial Management
- Financial Advisory
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- IHT
- Income Protection
- Individual Pension Plans
- Inheritance Tax Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Multi-generational wealth transfer
- OEIC
- Pension Funds
- Pensions
- Personal Pensions
- Portfolio Management
- Protection
- Retirement
- Retirement Planning
- SIPP
- Shareholder Protection
- Strategic Financial Planning
- Trusts
- Unit Trusts
- VCT
- Wealth
- Wealth Accumulation
- Wealth Accumulation Strategies
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Public Speaking
- Multi Generational Wealth Transfer
- Finance
Alex Nicklin Summary
- Alex Nicklin, based in Bristol, GB, is currently a Financial Planner - Partner at Brunel Wealth. Alex Nicklin brings experience from previous roles at Tilney Group, Towry, Baker Tilly and RSM Tenon. Alex Nicklin holds a King alfred school. With a robust skill set that includes Asset Allocation, Asset Management, Business Protection, Cashflow Analysis, EIS and more. Alex Nicklin has 2 emails on RocketReach.
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