Nick Coey

Wealth Planner

Wealth Management

Biography

I have previously worked at Barclays for 22 years carrying out a number of different roles within the bank before progressing into the Financial Adviser role. I have also worked as an Independent Financial adviser for a local company.

I have worked within the Financial Services industry as a whole for 30 years.

I provide fully holistic financial planning advice for a clientโ€™s short, medium and long term objectives.

Delivering what you really need

I am passionate about helping clients to try and achieve their desired outcomes.

I am committed at carrying out regular reviews to ensure clientโ€™s plans are monitored and if necessary altered to ensure they keep on track with their desired goals.

Expertise

Wealth Management

Entrusting the accumulated wealth of a lifetimeโ€™s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.

Further information

I am a Chartered Associate of theย London Institute of Banking & Finance.

I enjoy travelling abroad with friends and family as well as trying to maintain a decent level of fitness by visiting the gym as often as I can.

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