Nigel Burgess has been in the financial services industry since 1984, both as a manager, running a very successful region, and as a financial advisor.

Nigel offers holistic financial planning, which includes pensions, investments, various insurance policies and mortgages.

Nigel is married to Jayne and has a son from a previous marriage.

Nigel’s hobbies are football and golf. He is a very keen Bolton Wanderers fan and a collector of David Bowie memorabilia.

With over 20 years’ experience in Financial Services, Nimesh has seen a lot of change in his career. After graduating from Nottingham University, his early career was based in Farnborough and he was one of the founders of Millfield, which grew from a start up to a listed company. After several acquisitions, alongside some other like-minded people he moved on and was a founding Partner of Wardour. In his words he sees his role as “helping clients understand personal tax efficiencies and legislation, new products and technology and finally adapting all this to changes in their personal circumstances”. His core expertise is helping Owner Directors of Ltd Companies and clients approaching retirement.

Here’s what I do:

I’m a chartered financial planner and have been giving financial advice to private clients since 1989. That means that I’ve built up a lot of experience in advising people with their money and their plans.

I advise a limited number of private clients and take a measured, considered approach with attention to detail.

Here are some of the key questions that I can help with:

• When will I be able to stop working and how much money will I need?
• When will the money run out?
• If I have various investments and pensions when I retire, which ones do I deplete first?
• How can I pass on my wealth to my children tax efficiently?
• How can I ensure that if anything happens to me, my family will be ok?

I’ve been told that I’m good at making financial planning sound uncomplicated, so let’s hope they’re right!

Financial Planner & Mortgage Specialist

David joined Wardour in October 2010 as a Paraplanner, having graduated from the University of Birmingham with a degree in Chemistry. He is now an Independent Financial Adviser, having qualified in 2016.

He has a wealth of knowledge as financial planner – including pensions, investments and tax planning. He helps clients identify and achieve their objectives through financial planning. David utilises a blend of his knowledge of financial planning, cashflow modelling and detailed financial analysis. This provides clients with a clear overview of their finances both now and in the future, rewarding them with peace of mind that their financial objectives will be achieved.

He also specialises in mortgages with a focus on residential and buy to let mortgages.

Outside of the office David enjoys spending time with his family. He’s married to Emma and has a young son, Alex. You can find them most weekends out running or cycling together.

Immediately after completing his degree in Chemistry at Birmingham University in 1988, Chris embarked on a career in Finance. Three years at KPMG as a trainee Chartered Accountant provided a solid grounding before he moved over to the world of Financial Planning.

Four years at Royal Sun Alliance enabled Chris to establish himself before he took the final step of becoming an Independent Financial Adviser in 1995. Over 20 year’s later Chris retains the same fundamental principles that he had from the outset enabling him to offer clients the comprehensive financial advice service that he is proud to provide today.

Chris is one of the Founding Directors of Wardour and has created a team in Birmingham which has been instrumental in helping the business grow and flourish.

He and the team pride themselves on building long-lasting relationships with their clients, helping them over the years to reach their financial goals.

When he’s not at work, Chris enjoys playing hockey and golf as well as watching any kind of sport. He’s married to Diana, and has two children Lucy & Marcus who are both at school.