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Nic Uglow

DipPFS

My service is grounded in the highest professional standards. I recognise that each of my clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

About

Nic's service is grounded in the highest professional standards. He recognises that each of his clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

Nic works closely with all of his clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that he's able to provide the advice that is needed, when it’s needed.

Nic has devoted over 32 years of his working life to financial services, joining St. James's Place as a regional director in 1999. In 2003, Nic entered the Partnership and has been working to build his client base since then.

Now, as a Senior Partner of St. James's Place, he promotes the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers. In particular he specialises in investment business with a leaning towards trust* and estate planning.

Outside of work, Nic’s main hobby is fishing, and he spends most of his spare time either at a lake, a river or by the sea.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.

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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 21/02/2024

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.