Facebook - Shropshire Business Twitter - Shropshire Business LinkedIn - Shropshire Business
http://www.efgha.com http://www.barclays.co.uk

Landmark for financial advisers

A firm of Shropshire financial advisers has passed a key milestone since it became one of only two agencies in the county for the UK’s second largest building society.

Robert Nicholas Financial Advisers, which is based in High Street, Newport, has marked five years since it joined forces with the Yorkshire Building Society this month.

It was a double celebration for the firm, which has recently completed its fifth year of trading in the town.

It was originally established as Robert Nicholas Partnership in Telford town centre in 1999 and became Robert Nicholas Financial Advisers Limited in 2006. 

The firm moved to Newport from Wellington in 2012 and became a one of only two Shropshire agencies for the Yorkshire Building Society in February 2013.

Its three directors – Robert Henn, Stephen Graves and Andrew Harvey – have more than 75 years experience in financial services between them, and they employ one financial advisor and a trainee along with four administrative staff.

Stephen Graves said the decision to relocate to Newport and become an agency for the YBS had been driven by the desire to offer independent financial advice ‘on the high street’.

“We came to Newport as the traditional access to financial advice had been disappearing from the high street. Since we opened here – on the actual High Street – business has gone from strength to strength.

“In the last five years, one of the biggest growth areas has been advice for pensions, with the new freedom as to how and when people can access their retirement pot, but we also advise on the spectrum of other financial issues including mortgages, savings, investments and life insurance and inheritance tax planning.”

He added: “The past five years have consolidated our position on the high street. In the next five, we aim to take on more trainees and we are looking forward to more sustained growth.”

Picture: The directors and some of the other members of the Robert Nicholas Financial Advisers team


Mark and Amy join wealth management firm

Duo bolster team at Nick Jones Wealth Planning

25th March 2018

New president for Newport Show

Years of experience mean John is perfect fit for the role

20th November 2019

Work begins on vital infrastructure

Innovation hub will ultimately support creation of up to 950 jobs

3rd February 2020

School extension contract for county property firm

Morris team at work on three-storey Newport project

5th February 2020

Hot farming topics up for discussion at show

Networking with Newport and Market Drayton teams

15th July 2018

On tee for golfing success

Local company backs rising star

6th July 2018

Prestigious awards for housing schemes

Companies take top honours

12th July 2018

Consultancy makes industry shortlist

Young company wins nearly 50 clients in just two years

13th November 2018

Brexit warning for SMEs

Insurance experts urge businesses to double check their paperwork

29th March 2019

Repairs warning for commercial tenants

Solicitor says check the small print before committing to a lease

30th August 2018

Firms join forces to help secure deal

Acquisition is a success thanks to partnership working

10th April 2019

Amazon trek to raise charity funds

Emily signs up for gruelling challenge

24th January 2019

Webinar puts insurance in the spotlight

Experts will update businesses on current situation during pandemic

29th April 2020

Flood victims urged not to rush in

Business owners warned not to be in a hurry to clean up

19th February 2020

Carl joins Henshalls in Newport

New face has over 40 years of industry experience

20th September 2019