Nicola Trudgeon
Chartered FCSI, FPFS
Nicola Trudgeon is one of the most professionally qualified individuals in the financial services industry. Nicola has been providing wealth management services for over 20 years, much of which has been spent within UK Private Banks, including Coutts & Co.
Specialisms:
About
Nicola is a Chartered Financial Planner and has also achieved the pinnacle in professional standards, and was awarded Fellowship of the Personal Finance Society in 2012. She is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and has recently been awarded the designation of Chartered Wealth Manager by the CISI. Her expertise allows her to give holistic advice addressing all planning needs from investment and tax planning advice, inheritance tax planning, securing a comfortable retirement, and protecting business assets.
Nicola enjoys spending her spare time with her daughter, and spending time on the beach with her springer spaniels.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
