Nigel Small

Areas of expertise

I regularly advise clients in the following areas-
Investments, Retirement Planning, Financing of Long Term Care, Mitigating Inheritance Tax.

Experience

I have 40 years experience in the Financial Industry, the last 22 of which have been in Private Banking and Advisory Roles. I joined Tilney , now Evelyn Partners in 2016. Since then I have worked with many of my clients legal and accountancy advisers to help them achieve their financial objectives.

Notable client work and achievements

Over the years I have helped a great many clients to achieve their financial objectives and have given them peace of mind that their finances are in the best possible order.

Professional qualifications and memberships

I hold the Financial Planning Diploma from the Chartered Institute of Insurance.