Nick Kidby

Who am I?

Nicholas S Kidby DipPFS, CMS, CERM

SOLLA Associate and SYMPONIA Member

With experience as an Independent Financial Adviser (IFA) since 1998, having spent 12 years working in financial services prior to becoming an IFA, Nick is a highly experienced finance professional. He is a member of the Personal Finance Society and the Chartered Insurance Institute, Society of later Life Advisers (SOLLA) as well as  a Certified Mortgage Specialist.

Nick primarily works within the professional market, advising clients that have been referred to him by their accountant or solicitor.  He is an experienced personal & corporate financial planner, supporting, individuals, directors and executive clients in relation to: 
• Protecting personal and business assets – building & implementing strategies for Retirement & later life, including workplace retirement exit planning.
• Estate advice – including wealth creation, investment portfolio construction, helping Trustees meet their obligations, later life care & financial wellbeing, supporting individual’s and their attorneys to meet objectives, equity release, lifetime mortgages in support of care or financial independence with on-going requirements. 

Through a holistic approach, Nick helps his clients to consider and define their individual or business planning objectives. He explains the options available and supports clients in making informed choices that provides confidence for their financial future. 

Nick is a keen swimmer and motorcycle tourer, as well as a lifelong rugby enthusiast. Having played for High Wycombe RUFC for over 25 years, former Chairman, now honorary Life Vice President. Nick supports High Wycombe Cricket Club another of his sporting interests. However, he has succeeded several times in combining these pursuits by helping organise fundraising for these clubs as well enjoying both as a Social Member now.