Meet Our Team
Independent Financial Adviser
FCA No: NMG01031
With a lifelong entrepreneurial spirit and keen understanding of the value of hard-earned money, I bring a wealth of experience to 3R Financial Services. Having owned and operated businesses throughout my career, including starting my own window cleaning round at the young age of 12, I’ve always recognised the importance of earning and saving money.
In 2006, I transitioned into financial advising after 15 years in manufacturing plastic bags with my family business. Throughout those years, I have focused on helping individuals and companies manage their savings effectively.
Renowned for my no-fuss, straight-talking approach, I believe in cutting through the complexities of financial affairs. I understand that the world of finance can be overwhelming, and I’m committed to explaining things in a way that resonates with you, without confusing jargon or unnecessary terminology.
I believe earning money is not easy, and saving can be even harder. That’s why I’m here to help you save on taxes, reduce costs and charges, or optimise your savings and investments. Together, we can achieve success and financial security.
Let’s work together to navigate the intricacies of finance and secure a brighter financial future.
Independent Financial Adviser
FCA No: WCE01002
After more than 20 years of dedicated service in the Royal Air Force, where I achieved the rank of Squadron Leader, I transitioned into the financial services industry. In 2012, I completed my Financial Services qualifications and embarked on a new journey to assist clients in achieving their financial goals.
While my client base extends beyond geographical boundaries, with clients residing in London, Hertfordshire, Lincolnshire, Nottinghamshire, and even further afield, my commitment to providing personalised financial advice remains steadfast. I understand that each client has unique circumstances and aspirations, and I strive to tailor my services to meet their specific needs.
My experience has instilled in me a strong sense of discipline, attention to detail, and passion for helping others. These qualities shine in my approach as a financial adviser. I take pride in providing comprehensive advice and guidance to individuals seeking to make informed decisions about their finances.
With my background in the armed forces and subsequent transition into the financial sector, I bring a well-rounded perspective to my role. I am committed to working closely with my clients, establishing strong relationships built on trust, and offering clear, concise, and actionable guidance.
Whether you are looking to invest, plan for retirement, protect your assets, or navigate other financial matters, I am here to provide guidance and support. Your financial success and peace of mind are my utmost priorities.
As a dedicated Financial Administrator at 3R Financial Services, I bring a wealth of experience spanning several professional sectors and a diverse skill set, alongside a deep understanding of administrative processes, to support the team.
Throughout my career, I have honed my administrative expertise, working in various industries, which has equipped me with a keen eye for detail and the ability to manage tasks efficiently. My multifaceted background has provided me with a strong foundation in maintaining organized records, coordinating schedules, and ensuring smooth operations within a fast-paced financial environment.
In my role at 3R Financial Services, I pride myself in providing exceptional administrative support, utilising my financial services qualifications including CeMAP and Dip FA to enhance my understanding and execution of my responsibilities. I am committed to ensuring that client interactions are seamless, leveraging my diverse skill set and administrative proficiency.
Nicola has over 25 years experience within the Financial Services sector; this includes experience within Management, Compliance, Advising and Administration. Nicola holds Financial Qualifications including: Certified Mortgage Advice and Practice (CeMAP) and Certificate for Financial Advisers (CeFA). Away from work, Nicola is a Freeman of Lincoln.