Nicholas Round Location
Shrewsbury, GB
Nicholas Round Work
- 2018 - now I help you make great financial decisions @ The Wealth Coach
- 2018 - now Helping people think clearly when life becomes financially complicated @ The Wealth Coach
- 2012 - now Client Strategist and Wealth Adviser @ Treowe Wealth Advisers
- 2000 - 2012 Managing Director @ Murray Round Wealth Management Limited
Nicholas Round Education
- Leeds Metropolitan University
Bachelor Arts (Hons) (Accounting)
1975 - 1979 - Wakeman School1973 - 1975
- Chartered Institute for Securities & Investment
Chartered Wealth Manager
2016
- Personal Finance Society
Chartered Financial Planner
2012 - Institute Financial Planning
Certified Financial Planner (Financial Planning and Services)
2004
Nicholas Round Skills
- Leadership
- Estate Planning
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Digital Marketing
- Investment Advisory
- Asset Allocation
Nicholas Round Summary
Nicholas Round, based in Shrewsbury, GB, is currently a I help you make great financial decisions at The Wealth Coach. Nicholas Round brings experience from previous roles at The Wealth Coach, Treowe Wealth Advisers and Murray Round Wealth Management Limited. Nicholas Round holds a 1975 - 1979 Bachelor Arts (Hons) in Accounting @ Leeds Metropolitan University. With a robust skill set that includes Leadership, Estate Planning, Retirement Planning, Financial Planning, Portfolio Management and more. Nicholas Round has 1 emails on RocketReach.
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