Alex Nicklin Email
Financial Planner - Partner @ Brunel Wealth
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Alex Nicklin Location
- Bristol, GB
Alex Nicklin Work
- 2019 -now Financial Planner - Partner @
- 2017 -2019 Financial Planner - Director @
- 2014 -2017 Financial Planner and Wealth Manager @
- 2013 -2014 Financial Planning Consultant @
- 2011 -2013 Independent Financial Adviser @
- 2009 -2011 Independent Financial Adviser @
- 2005 -2009 Account Manager @
- 2001 -2005 Various Roles @
Alex Nicklin Education
- King alfred school
Alex Nicklin Skills
- Pensions
- Wealth Management
- Strategic Financial Planning
- Investments
- Inheritance Tax Planning
- High Net Worth Individuals
- Financial Advisory
- Investment Strategies
- Income Protection
- Financial Planning
- Investment Advisory
- SIPP
- Trusts
- Life Insurance
- Wealth Management Services
- Wealth Accumulation
- Holistic Financial Planning
- Unit Trusts
- Personal Pensions
- Individual Pension Plans
- Cashflow Analysis
- OEIC
- Wealth Accumulation Strategies
- Wealth Preservation Planning
- Multi-generational wealth transfer
- VCT
- IHT
- Shareholder Protection
- EIS
- Executive Financial Management
- Business Protection
- Financial Services
- Wealth
- Estate Planning
- Retirement Planning
- Retirement
- Portfolio Management
- Protection
- Asset Management
- Asset Allocation
- Investment Management
- Public Speaking
- Multi Generational Wealth Transfer
- Finance
- Pension Funds
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 Pensions, Wealth Management, Strategic Financial Planning, Investments, Inheritance Tax Planning and more. Alex Nicklin has 2 emails on RocketReach.
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