Nimmy joined Mattioli Woods in 2013 after graduating from Coventry University with an Honours degree in Finance and Investment. Initially working as a client relationship manager, Nimmy administered a portfolio of diversified SIPP and SSAS schemes, which has given her valuable experience and knowledge in dealing with her own clients as a consultant.
Nimmy works closely with her clients in relation to pension planning, and also in more holistic wealth management, including inheritance tax planning. This provides members with appropriate retirement options tailored to their circumstances, and eventually suitable succession planning.
Nimmy holds the Chartered Insurance Institute’s Diploma in Financial Planning, and is now studying towards completing the Advanced Diploma, with the anticipation of achieving Chartered Financial Planner status.
Employee Engagement Consultant
,
England
About Nimmy
