Chartered Financial Planner@ KDW Financial Planning
St Albans, Hertfordshire, United Kingdom
Nicholas Turner
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The London Institute of Banking & Finance
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FlashIntel GPTNicholas Turner is an experienced financial professional with 18.3 years of work experience. He specializes in banking, financial services, retail banking, portfolio management, and sales. Based in St Albans, United Kingdom, Nicholas provides comprehensive evaluation of his clients' financial state using known variable indicators to predict future cash flows, asset values, and withdrawal plans. He understands his client's net worth, tax liabilities, asset allocation, and future retirement and estate plans to develop a financial plan to meet their goals. Nicholas's metrics are used to estimate asset growth to determine if a person's financial goals can be met.
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About
I provide a comprehensive evaluation of my client's current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. I understand my client's current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing a financial plan to meet their goals. These metrics are used along with estimates of asset growth to determine if a person's financial goals can be met in the future, or what steps need to be taken to ensure that they are.
...See MoreWork Experience
Chartered Financial Planner
Chartered Financial Planner
Financial Services
Nicholas Turner's Professional Milestones
- Financial Planner (2016-06-01~2018-02-01): Optimized financial processes, improving accuracy and efficiency for optimal financial reporting.
- Premier Relationship Manager (2009-12-01~2016-06-01): Strengthened diplomatic relations through effective strategies, fostering positive relationships and fostering effective collaboration.
Education
Financial Planning And Services
Skill
Banking
Financial Services
Retail Banking
Portfolio Management
Sales
Cross Selling
Investments
Relationship Management
Management
Credit
Loans
Mortgage Lending
Credit Cards
Consumer Lending
Finance
Financial Advisory
Financial Planning
Income Protection
Self Invested Personal Pension
Personal Pensions
Isas
Investment Strategies
Tax Planning
Inheritance Tax Planning
Customer Service
Life Insurance
Insurance
Wealth Management
Estate Planning
Retirement
Equity Release
Individual Pension Plans
Customer Acquisition
Tax Advisory
Independent Financial Advice
Certification
Colleagues
Marcus Maisey
financial services director at kdw
Marcus Maisey
Financial Service Director
Gary Cretton DipIP PFA
director at kdw independent financial planning
Lawrie Jellows
Commercial Director
Gavin Ross (CeMAP)
mortgage broker with kdw independent financial planning helping you secure the right mortgage contact for a no obligation initial mortgage consultation
Other Named Nicholas Turner
Frequently asked questions
We found 3 Nicholas Turner's email addresses
We found 1 Nicholas Turner's phone numbers
Nicholas Turner's social media include: Linkedin,
Nicholas Turner works for KDW Financial Planning
Nicholas Turner's role in KDW Financial Planning is Chartered Financial Planner
Nicholas Turner works in the industry of Financial Services
Nicholas Turner's colleagues are Marcus Maisey,Marcus Maisey,Gary Cretton DipIP PFA
Nicholas Turner's latest job experience is Chartered Financial Planner at KDW Financial Planning
Nicholas Turner's latest education in The London Institute of Banking & Finance
