Nicky Barclay

Financial Adviser

07710047818

WIBN Groups

Biography

At Finura Partners, our vision and mission centre on delivering an exceptional service and making a meaningful improvement to the lives of our clients. We believe a modern advice practice must prove their value add beyond investment management and demonstrate expertise and a personal touch unavailable with the scope of online advice.

We see our job as empowering clients to make better financial decisions to meet their family, business, professional and personal lifestyle aspirations. We achieve this using face-to-face advice and by delivering regular communications that help our clients to better engage with and provide greater transparency of their financial portfolios.

I can assist with tax mitigation including; income tax, corporation tax and capital gains tax, retirement and pension planning, school and university fees planning, cash-flow modelling, investment management including discretionary fund management and model portfolios, corporate benefits and auto-enrolment advice, company and directors insurance, personal protection and insurance and mortgages.