Financial Adviser Nic Whittaker recently celebrated his 40th birthday, which included a surprise party! (See photo)
“At the age of 40” says Nic “I still feel like I did when I was 16! But I think 40 is the age when you really should do some serious financial planning. I say to my clients, ‘look back to when you were 20, it seems like 5 minutes ago. In another 20 years you will be 60. Time goes by so quickly you need to have a financial plan in place.”
Nic says that at the age of 40 people have some life experience. They’ve experienced highs and lows with friends and family. So, this is when most people, with a bit of financial advice, are able to define their life goals and put a financial plan in place to achieve them.
Nic is a qualified financial adviser. He has the additional qualifications required to give advice on complex pensions cases and Long Term Care. He has been a member of our team of advisers who give financial advice in Sutton Coldfield and across the region for over 6 years. Although Nic is already well qualified he is working towards becoming a Chartered Financial Planner.
At Four Oaks Financial Services we have a holistic approach to financial planning called Lifestyle Financial Planning, you can find out more here on our website. If you have not yet had our ‘bucket’ presentation from Nic or any of our other Advisers, please contact your Adviser or our Client Liaison team firstname.lastname@example.org. We are sure you will find this enlightening!
Happy 40th Nic!