Nic Swetman

Chartered Financial Planner, Partner

Nic provides a comprehensive range of pension and investment advice to his clients. While he assists individuals in various contexts, he primarily supports high net worth individuals and senior executives with their retirement planning and complex tax arrangements. 

Nic has been an adviser for over 15 years and has achieved the gold standard Chartered status, making him one of the most qualified advisers in the UK. He is also a sought-after pension transfer specialist.  

Nic studied economics at Bristol University, and in addition to being a Chartered Financial Planner, is a Chartered Surveyor.  

Nic specialises in providing tailored pension and investment advice to high net worth individuals and senior executives.