Nicholas joined Peregrine and Black Investment Management in 2017. He started his career in financial services in 2007 working within private client and institutional investment management. In 2008 Nicholas joined an office of Raymond James Investment Services where he completed his training and became a Chartered Fellow of the CISI. Nicholas is a Chartered Wealth Manager and is STEP Affiliate and provides investment and retirement planning advice to clients. Nick works with UK clients but also provides advice to US and International connected clients.
P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
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Registered Office: Peregrine & Black Investment Management Ltd, 85 Bolton Street, London W1J 8BA. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
