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Nick Kidby

Independent Financial Adviser

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Who am I?

Nicholas S Kidby DipPFS, CMS, CERM

SOLLA Associate and SYMPONIA Member

With experience as an Independent Financial Adviser (IFA) since 1998, having spent 12 years working in financial services prior to becoming an IFA, Nick is a highly experienced finance professional. He is a member of the Personal Finance Society and the Chartered Insurance Institute, Society of later Life Advisers (SOLLA) as well as  a Certified Mortgage Specialist.

Nick primarily works within the professional market, advising clients that have been referred to him by their accountant or solicitor.  He is an experienced personal & corporate financial planner, supporting, individuals, directors and executive clients in relation to: 
• Protecting personal and business assets – building & implementing strategies for Retirement & later life, including workplace retirement exit planning.
• Estate advice – including wealth creation, investment portfolio construction, helping Trustees meet their obligations, later life care & financial wellbeing, supporting individual’s and their attorneys to meet objectives, equity release, lifetime mortgages in support of care or financial independence with on-going requirements. 

Through a holistic approach, Nick helps his clients to consider and define their individual or business planning objectives. He explains the options available and supports clients in making informed choices that provides confidence for their financial future. 

Nick is a keen swimmer and motorcycle tourer, as well as a lifelong rugby enthusiast. Having played for High Wycombe RUFC for over 25 years, former Chairman, now honorary Life Vice President. Nick supports High Wycombe Cricket Club another of his sporting interests. However, he has succeeded several times in combining these pursuits by helping organise fundraising for these clubs as well enjoying both as a Social Member now.

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Always looking to give clients the utmost attention and dedication they deserve and proud to showcase the following testimonials
from some valued clients, so you can see the type of work I do.
Read what they’ve said about me and see for yourself how you too can benefit from my services.

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Senior Man

"A short mail Nick to say that everything has gone through OK and my bank balance is now looking quite healthy. I will also take this opportunity to thank you for everything you did for me in the beginning to start the process, I have been a little surprised in how smoothly the process has gone".

Jim Elliott

It's easy to get in touch

For expert, local financial planning advice

Chiltern House, Unit 5 Stokenchurch Business Park, Ibstone Road, Stokenchurch, Bucks HP143FE

07774 264356

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