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Nicholls Stevens
       
 
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Nicholls Stevens
 
 
Mission statement: 

Nicholls Stevens Financial Services care for the financial needs of their clients, both corporate and individual by applying the highest level of skill and expertise to the advice and service which it gives regardless of the client's wealth.

Our clients deal with an advisory boutique not a cost cutting supermarket.
Overview: 

Nicholls Stevens Financial Services is a firm of fully Independent Financial Advisers (IFA’s).

Nicholls Stevens Financial Services operates out of Bristol but currently has many clients located throughout the UK. We are directly authorised and regulated by the Financial Services Authority (FSA).

Nicholls Stevens Financial Services was formed in 1986 to give specialist impartial advice and financial planning. We aim to match the specific circumstances and needs of each client and are able to advise on all aspects of financial planning. There are many occasions, both individual and corporate when a client may need advice in order to pull together the myriad of pension and investment products amassed over the years. Nicholls Stevens Financial Services has a strong reputation, particularly within the Professional community.

We have over 2000 private clients of which most are provided with an ongoing review service. All new clients come to us from personal recommendations by existing clients and professional firms. Solicitors and Accountants regularly introduce clients to the firm.

We currently administer over 40 pension schemes of all types and have been running pension schemes for over 18 years. Pension schemes we currently administer include Final Salary, Executive and Group Money Purchase arrangements of between 5 and 1000 members.
History: 

Nicholls Stevens was established in October 1986.


 
 
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