Nichole Schurek
Financial Planning Consultant DipFA in Dorchester
A little bit about Nichole
Nicky has been in the Financial services Industry now for over 16 years.
What does she do?
She helps her clients make well informed decisions about their financial journeys through the various stages of their life in a friendly & professional manner.
How does she do this?
She puts her clients’ interests first and gets to know what they want out of life; what their financial goals are and how she can help realise them.
Typical things that clients need to consider:
• When can I afford to stop working?
• Can I afford to buy my own home?
• Can I help my children buy their first home?
• Can we do anything about our potential inheritance tax bill?
• Are my savings safe & getting the most suitable return?
• What will happen to my family in the event of a catastrophe?
Nicky understands that financial needs change, and therefore will always communicate to her customers in a way that is clear, fair & not misleading as she believes it is essential to have an agreed contract strategy to allow her clients to discuss any change in circumstance of future aspirations on a regular basis.
Nicky’s clients achieve peace of mind by taking steps to:
• Make sure they’re never paying too much for their mortgage
• Protect current & future lifestyle & Maximise opportunities to accumulate and preserve wealth
• Enjoy the fruits of their investments when the time comes
“I find it hugely rewarding when my clients can go about their daily lives knowing that they are well protected & that their life's goals are realistic and being planned for financially.”
When Nicky is not working she is a big supporter of the local triathlon club, so you'll see her supporting her husband & close friends. She has also recently qualified as a local technical officer with British triathlon. You will often see her marshalling and supervising races in all weathers cheering everybody on!
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.