Nicholas Platt

Chartered Financial Planner, Certified Financial Planner

Nicholas Platt

Nick has been actively working within financial services for over 20 years having studied economics at The University of Birmingham. Nick is highly qualified with advanced certificates in tax, pensions and investments and is qualified as both Certified Financial Planner (CFP) and a Chartered Financial Planner. Less than 1% of the adviser community currently hold both of these qualifications.

Away from work Nick is married with two children whose sporting and social activities absorb most of Nick's free time but where possible Nick enjoys open water swimming, running and watching most sports including his beloved Walsall Football Club.


  • Chartered Insurance Institute (CII) Chartered Financial Planner
  • CII Advanced Financial Planning Certificate
  • CII Advanced Diploma Taxation and Trusts
  • CII Advanced Diploma Investment Planning
  • CII Advanced Diploma Pension Planning
  • CII Advanced Diploma Financial Planning Process
  • CII Diploma in Financial Planning
  • CeMAP Mortgage Advice Qualification
  • CII Financial Planning Certificate (FPC 1, 2 & 3)
  • Registered Life Planner

More About Me...

My significant others?
Married to Vicki who works with me at Henwood Court and two Daughters, Olivia who is 18 and at University and Georgia who is 15 and doing her GCSEs. Fortunately, our Poodle Rupert is male to give me some balance at home.
Where I live?
Sutton Coldfield
Favourite local place?
Sutton Park - running or walking the dog
Favourite holiday destination?
Somewhere up a mountain skiing
Favourite TV programme?
Modern Family
Favourite music?
According to Vicki I have no musical taste!
Favourite gadget?
My surface book
Favourite book?
Traction by Gino Wickman
Favourite film?
The Lord of the Rings trilogy.
Favourite sport?
My personal indulgences?
Exercise, every day if I can, running, swimming and gym, escaping to my 'man cave' to read, or watching my beloved Walsall FC with my daughter and friends
Tea or coffee?
Both, tea in the morning and evening and too much coffee in-between
What makes me smile?
My children
What makes me angry?
Litter and rudeness
When did I last cry?
Emotionally I am pretty hard, but age must be softening me. I last had a tear in my eye at a client meeting when a long term and higher personal goal was achieved
Favourite podcast?
Test Match Special
Favourite app?