Nikki began her career in financial services in 2000 with a small firm of Independent Financial Advisers in Leicester offering a bespoke service to their investment clients. In 2004, she moved to another firm of Independent Financial Advisers as a Life & Pensions Administrator dealing with all aspects of Wealth Management. The company was bought out in 2007 by a large national firm and in 2011, Nikki moved into the Self-Managed Pensions department looking after a portfolio of SSAS and SIPP clients. In 2014, Nikki joined Westerby The Pension Specialist as a Pensions Administrator initially looking after SIPP clients. Nikki is now involved in looking after a small number of our SSAS clients and is a Client Team Manager in our administration team.
Nikki has achieved the Financial Planning Certificate and most recently has successfully been awarded the Certificate in Life & Pensions.BACK TO TEAM