Nick Heys Email
Managing Director and Financial Planner
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Nick Heys Location
- England, United Kingdom
Nick Heys Work
- 2026 -now Managing Director and Financial Planner @ Club 84 Financial Planning Limited
- 2023 -2026 Director and Financial Planner @
- 2018 -2023 Financial Planner @
- 2008 -2018 Director and Financial Planner (Dip PFS) @ Freedom Financial Planning
- 2006 -2008 Independent Financial Planner @ Independent Financial Planner
- 2003 -2006 Business Manager @ Honda
Nick Heys Education
- Institute of Financial Planning (IFP)
Certified Financial Planner (Certified Financial Planner)
2012-2013 - Chartered Institute of Insurance
(J01 Personal Tax, J02 Trusts, J08 Financial Planning Practice, R04 Pensions & Retirement Planning)
2009-2011 - Chartered Institute of Insurance
(Certificate In Financial Planning, Diploma in Financial Planning)
2006-2011 - Leeds Beckett University
BA (Hons) (BA (Hons), Sport & Recreation Development)
1999-2001
Nick Heys Skills
- Financial Planning
- Life Planning
- Retirement Planning
- Investments
- Income Tax
- Pensions
- Cash Flow
- Wealth Management
- Investment Advisory
- Budgeting
- Portfolio Management
- Life Coaching
- Wealth
- Strategic Financial Planning
- Financial Advisory
- Financial Services
- Income Protection
- Financial Planners
- High Net Worth Individuals
- Retirement
- Budgets
- Inheritance Tax Planning
- Life Cycle Planning
- Investment Strategies
- Savings
- Accounting
- Business Analysis
- Strategic Planning
- Microsoft Office
- Marketing
- Customer Service
- Management
Nick Heys Summary
- Nick Heys, based in England, United Kingdom, is currently a Managing Director and Financial Planner at Club 84 Financial Planning Limited. Nick Heys brings experience from previous roles at Bull Ferguson, Quilter Private Client Advisers, Freedom Financial Planning and Independent Financial Planner. Nick Heys holds a 2012 - 2013 Certified Financial Planner in Certified Financial Planner @ Institute of Financial Planning (IFP). With a robust skill set that includes Financial Planning, Life Planning, Retirement Planning, Investments, Income Tax and more. Nick Heys has 1 emails on RocketReach.
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