- Independent Financial Advisor

Nicola Hartley - Independent Financial Advisor - Leeds
T: 0345 357 9000    F: 0345 357 9199
Email Nicola Hartley   

Based in: Leeds

Expertise:

Providing Financial Advice to clients at or nearing retirement and addressing retirement income objectives.

Career:

Nicola has worked for Simpson Millar Financial Services Ltd and within the financial services industry for over 12 years. She's specialised in providing pension and retirement advice since 2012.

She has the Diploma in Financial Services and is currently working towards Chartered Status. She also holds specialist exams in Retirement Planning, Equity Release, and Long Term Care.

Nicola advises clients who are approaching the age of retirement on their income options following the introduction of the new pension flexibilities in April 2015. This includes discussing annuities, flexible assess drawdown, and a possible blended approach based on their needs and circumstances.

She also spends much of her time advising business owners on their workplace pension requirements and assists them with setting up qualifying pension schemes to meet these obligations.

Her services include working with payroll managers to ensure the payroll software is set up correctly and providing presentations to staff prior to the implementation of any pension scheme. She also administers a pension scheme for Simpson Millar, which has over 200 members and assists many employers with meeting their ongoing duties.

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