The future of
Financial Planning
The future of
Wealth Management
The future of
Retirement Planning
The future of
Savings Advice
The future of
Investment Advice
Welcome to
Nolan Wealth Management...
NWM specialise in wealth management solutions and independent financial advice.
Concentrating on a small number of high net worth individuals, NWM pride themselves on their holistic, hands-on approach to financial planning and wealth protection services.
NWM engage with clients at all stages of their financial lives and has the reach and experience to provide you with a tailored and managed financial solution.
• Inheritance Planning
• Investments
• Tax Planning
• Pensions
• Pension Transfers
• Retirement Planning
• Long Term Care
• Life Insurance
Introducing Gary Nolan...
One of the UK’s most qualified Independent Financial Advisers
Gary has been providing clients with sophisticated financial planning advice since 1990 and is one of the UK’s most highly qualified and respected financial planning professionals.
Qualified...
Gary is currently undertaking a professional doctorate in financial planning, enhancing his understanding of financial planning theory whilst adding to the body of theory and knowledge within the profession.
With a Masters degree in financial planning and business management and a BA (Hons) degree in financial services and a Doctorate on the way, Gary’s academic credentials combined with a depth of experience gained over many years of dealing with highly complex financial planning situations provides clients with the reassurance of knowing they are dealing with a genuine wealth management expert.
Proven...
Gary also has 30 plus years' experience of working with high net worth individuals, corporate clients and professional connections such as solicitors and accountants.
Having previously been a regional manager with a major UK insurance company as well as working within the private banking arm of a multi-national bank and finally a financial planning expert within one of the UK’s largest financial advice networks, Gary is unique in today’s marketplace of wealth management and financial planning, as he has both the qualifications and unrivalled experience to provide the highest level of advice to clients.
Fellow...
Gary is one of only a handful of financial planners in the UK to be both a Fellow of the Personal Finance Society (PFS) and a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI). Both of these Fellowships are the highest qualifications available from both of these professional bodies.
In addition, Gary has been awarded the highly coveted Chartered Financial Planner designation by the Chartered Insurance Institute (CII), the industry’s gold standard for financial planners, confirming that Gary has satisfied rigorous ethical and qualification criteria and fulfils the ongoing membership conditions of the CII. Gary is also a CII qualified pension transfer and long term care specialist; plus being a European Financial Planner via the EFPA. Finally, Gary is a qualified member of The Society of Mortgage Professionals.
Wealth Management...
At NWM we understand that your financial situation and aspirations change throughout your life.
When your facts change then so must the conclusions.
Financial Planning should be a fluid and dynamic interaction between you and your adviser and at NWM we ensure that is the case.
NWM is one of the UK’s leading independent financial planning, pensions and investment firms. At NWM we put our clients' interests first and our ethics and professionalism are fundamental to our approach to holistically care for our clients' financial planning and wealth management needs.
With our help you can secure the financial goals you desire. Financial planning and wealth management is about more than just your money; it’s about your life, your family, your goals and your ambitions.
Our wealth management service provides a truly bespoke solution that is tailored to the specific requirements of individuals with significant assets.
We will work with you to gain a deep understanding of your current position and what you want to achieve financially during your lifetime and beyond.
We will outline how, through comprehensive financial planning, we can work together to achieve your goals.
In an ever-changing world it is vital your financial adviser moves with the times and with their clients' needs. At Nolan Wealth Management we take pride in being at the forefront of developments in financial planning and wealth management.
We believe independence is vital to fulfilling this and we provide whole of market independent financial advice and work only on behalf of our clients. Unlike many financial planning firms in today's marketplace, we are not owned or controlled by a bank, consolidator network or insurance company.
Our only aims are to provide you with the best possible outcome, professional advice and personal service at all times.
LONDON
Level 17 Heron Tower
110 Bishopsgate
London EC2N 4AY
t: 0203 490 5261
EDINBURGH
23 Melville Street
Edinburgh
EH3 7PE
t: 0131 370 6679
CONTACT