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Nick Coey Adv DipFA CMLIBF

Chartered Financial Consultant

Nick joined Adroit Financial Planning in 2017 having worked in the financial services sector for 28 years.

Nick specialises in providing advice and assistance in a full range of financial planning and wealth management services. He has a strong level of experience in dealing with law firms and their clients providing services in respect of the family law and wills, tax, trusts and probate providing advice to clients in relation to pension sharing as well as general investment advice for funds being placed into trust.

Professional Memberships:

  • Chartered Member of the London Institute of Banking and Finance

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