Independent Financial Adviser

Nicola-Hartley

T: 0345 357 9000
E: Nicola Hartley

Expertise:

Providing Financial Advice to clients at or nearing retirement to address their retirement objectives with the aim of securing them an enhanced income as well as advising Employers on Workplace Pension Obligations under the Auto-Enrolment Legislation and implementing qualifying schemes to meet these duties.

Career:

Nicola has worked for Simpson Millar and within the Financial Services Industry for 9 years starting as a financial administrator, progressing to Paraplanner, and then IFA. She obtained the Diploma in Financial Services in October 2010 and has recently undertaken specialist exams in Retirement & Pension Planning (R04) and Long Term Care Insurance (CF8).

Nicola works closely with the solicitors and carers to provide specialist advice on all aspects of care fees planning and funding long term residential care.

Nicola has recently undertaken the project of advising the partners of Simpson Millar LLP Solicitors on their workplace pension obligations and on their behalf implemented a scheme for 300 members of staff.  Her hands on approach means that Nicola will also continue to act as the pensions administrator to the scheme and support the partners in fulfilling their on-going duties.

She also assists the Head of Financial Services with constructing financial reports for recipients of medical negligence and personal injury settlements.

Memberships:

Nicola is a member of the Personal Financial Society , Chartered Insurance Institute and an associated member of SOLLA.

Interests:

In her spare time Nicola enjoys spending time with her two young children, Jorgie 4 and Caitlyn 3.

She is a keen runner and member of the Valley Striders Running Club.

Get in touch

Don’t delay, contact us today on 0345 357 9000 or email us or simply complete our online enquiry form and we will get in touch with you to discuss your financial advice needs.