Nicholson Wealth Management Hooters Hall Road, Newcastle ST5 9QF
About the Business
Welcome to Nicholson Wealth Management, a leading establishment in the finance industry located at Lymedale Business Centre, Hooters Hall Rd in the beautiful city of Newcastle, United Kingdom. As a point of interest for individuals and businesses alike, we are proud to deliver exceptional financial services that cater to your needs and exceed your expectations.
At Nicholson Wealth Management, we understand the importance of sound financial planning for both short-term and long-term goals. Our team of experienced financial advisors is dedicated to providing you with personalized financial strategies to achieve your desired outcomes. We take the time to listen to your financial goals, assess your current financial situation, and tailor our recommendations to your unique needs.
Our range of services includes investment management, retirement planning, estate planning, tax planning, and insurance planning. With years of experience and expertise in the finance industry, we have a proven track record of delivering results for our clients. We partner with you to analyze your investments and develop an investment plan that suits your preferences and goals. Our retirement planning solutions help you prepare for a comfortable retirement by making smart financial decisions today. Additionally, we work with you to create a comprehensive estate plan that considers your family's needs and preserves your legacy.
Nicholson Wealth Management also takes the burden of navigating tax complexities and insurance planning off your shoulders. Our financial advisors stay up to date on tax laws to provide you with the best tax planning strategies that reduce your tax liabilities. We also offer life, health, and disability insurance solutions that protect your financial well-being.
At Nicholson Wealth Management, we strive to provide you with a personalized financial service that fosters a long-term relationship based on trust, transparency, and mutual respect. Visit us today, and let us put our expertise to work for you.
Location & Phone number
Lymedale Business Centre, Hooters Hall Rd, Newcastle ST5 9QF, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Brilliant service from David and Danny. Very professional and honest, would recommend Nicholson Wealth Management to all my friends and work colleagues. They have given me a piece of mind that I am being looked after and my future is secure."
"I never seem to find the time to manage things like my pension. It's good to know that I have Nicholson Welath Management looking after my investments. They give frequent updates and arrange meetings to ensure everything is still running to personal cirumstances as things change."
"I have been working via meetings in person and via zoom with Danny Hattersley. I do not drive so Danny’s service was very person centred, he went out of his way to ensure the meetings were accessible for me. I cannot stress how much Danny has helped me. I had workplace pensions all over the place which he worked tirelessly to pull together for me, we pulled all my workplace pensions together and have helped create a retirement plan for me, they are all now being managed professionally by Danny through Nicholson wealth management. Danny also looked into my current Mortgage deal and found me a suitable deal that has now protected me from the current chaos around Mortgages caused by the current economic situation and political decisions. I look forward to continuing to work with Danny and even more so given his professionalism and advice throughout the current economic situation."
"Honest advice, based on your circumstances and ambitions, is all I need from an Independent Financial Advisor. Using simple language to make a complex subject more palatable, for someone like me, who is completely ignorant about these things. And most importantly, saving tax! Nicholson Wealth Management through Danny and David cover all bases. Highly recommended."
"I can highly recommend Nicholson Wealth Management. They not only handle and manage my pension scheme with total care and attention, but also with integrity and honesty, they explain in detail how my pension is performing especially given the current economic climate. I have had dealings with pension companies before, that once they have your contributions you very rarely hear from them. This is not the case with Nicholson Wealth Management. I get regular reviews and updates and I know that if I need any help or advice they are there and more than happy to to help me. I not only consider Nicholson wealth as a sound financial adviser but I also think of David as a friend."
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