Hello. I am Nicola Charman. I am here to assist you to achieve your goals for financial security. I have been delivering this personally to my clients since joining MDG in 2008. I am accredited by the Chartered Insurance Institute (CII) and an affiliate member of the Society of Trustees and Estate Practitioners (STEP) to provide the best in independent trust, estate and financial planning.
Working alongside Peter Ginger, together we offer an exceptional combination of skills, experience and the very highest industry qualifications. Our clients receive a comprehensive range of totally unbiased financial planning advice, individually tailored to meet their personal circumstances. Our aim is to help them achieve financial security and eventually independence later in their life; preserving wealth for future generations wherever possible.
We have clients throughout London and the Home Counties, as well as further afield. Our specialities are wealth management, investment advice and retirement planning.
We are able to commence the planning of your financial welfare at any stage in your life cycle –
Whilst it can never be soon enough to start this process, we say that “it’s never too early – never too late”.
What we do;-
Our approach is to gain a full and rigorous understanding of your personal financial goals and circumstances and from this to produce and maintain tailor-made solutions throughout your life – including regular reviews and assessments.
We are confident you will not have experienced personal financial planning of this quality.
Nicola has obtained the following industry qualifications:
STEP Diploma in Trusts and Estates (England & Wales) Administration of Estates
STEP Certificate for Financial Services (Trusts and Estate Planning)
Diploma in Financial Planning (CII)
Certificate in Financial Planning (CII)
Certificate in Equity Release (CII)
Award in Pensions Update (CII)
Certificate in Pension Transfer Advice (CII)
Certificate in Mortgage Advice (CII)
Certificate in Life & Pensions (CII)
10-14 Cambridge Street
Telephone: 01296 392999
Fax: 01296 392983
Email: [email protected]