Nick is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 30 years of experience in financial services compliance. Based in Exeter, he is known for his supportive approach, technical expertise, and strong IT skills. As Compliance Manager at Whitechurch Securities, he oversees business monitoring, paraplanning, and acts as Pension Transfer Specialist. His career includes senior roles at HSBC, Burns Anderson, and Friends Provident, with significant contributions to past business reviews, regulatory projects, and adviser support tools. Nick holds the Level 6 Advanced Diploma in Financial Planning and over 400 CII exam credits.