Nick Grogan
Award winning Chartered & Certified Financial Planner
Qualifications
- Fellowship of the Personal Finance Society
- Chartered Financial Planner
- Certified Financial Planner
- Chartered Wealth Manager
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice & Dealing
- Award in Pensions Update
- Certificate in Life & Pensions
- STEP Diploma in Financial Services
Meet Nick
Nick has worked in financial services for 17 years. He is a Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society, making him one of relatively few professionals to hold all three accreditations.
He specialises in pensions, trusts, tax and investment portfolio construction, helping clients make sound financial decisions and get what they want from their lives. Nick was named Certified Financial Planner of the Year at the 2024 CISI Financial Planning Awards and Investment Advice Specialist of the Year at the 2021/22 Personal Finance Society Awards.
Outside work, Nick enjoys keeping fit. Before the birth of his sons, he could often be found walking up a hill somewhere. These days, he enjoys walks to the park and spending time on his exercise bike.
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