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!