We care about your financial future.
Who Are We?
We are financial advisers here to help.
Our objective is to provide clients with honest and reliable advice, that will help guide them to reach their short and long-term financial goals and objectives.
We are not driven by fees or profits, but rather by strong long-term relationships with our clients. We will take the time to get to know you, understand your needs & objectives and will come up with some suitable solutions on how we can help before having you commit to any advice. You wouldn’t purchase an item without first knowing exactly what you were getting for the cost, and we think financial advice should be no different.
We run the business as a family and as such we understand that finding time between work, family, friends and other commitments is difficult and you may not have the time to meet with us throughout the day. This is why we offer appointments outside of regular working hours and can also come out to you at your home or office afterhours or during normal business hours. We pride ourselves on making it as convenient as possible for you to get the right advice.
The term ‘financial advice is only for the rich’ is one we don’t agree with. Financial advice is for everyone, and we offer a full range of services and support we feel confident that no matter where you are in your life stage or financial position we can help you better it.
We are part of the Wealth IQ Group and are very proud to say this. A group of like-minded advisers who all share one common goal which is helping clients through providing great advice. Amongst those within Wealth IQ Group are advisers we have worked alongside for the last 12+ years and share a very special bond.
Our History
Nicholls Wealth Management was established by Matthew Nicholls in 2010 and is a family run financial planning business. Initially established to work alongside this Father Phil Nicholls mortgage broking business, Nicholls Wealth Management has grown steadily over the years.
We haven’t purchased other businesses or clients, rather we have grown through our network of through referrals from existing clients, friends, family and our other referral partners (accountant, mortgages brokers and lawyers). It is this organic growth that has built the business and with a fundamental strong base, we will continue to grow.
Our business originally located in Dernancourt, we upgraded to an office in Mawson Lakes which we outgrew. We now reside in Highbury, where we work in the same premises as our accounting partners NextGen Accountants.
Our staff is mostly family, though the ones that aren’t have become part of our family.