Nicholson Dent Financial Planning
Our staff are key to making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our “Contact Us” page.
Russell Dent, Financial Planner CFP Chartered MCSI
Certified Financial Planner and Chartered Wealth Manager
Tel: 01325 380346, Email: email@example.com
I joined the financial services industry over 25 years ago having initially started work in New Store Development and management for a national retailer. After working for several years as an adviser for small to medium business with a major bank, my passion to further develop my qualifications and financial planning skills led me down the route of self-employment and the world of truly independent advice.
For several years I worked within practices owned by other individuals until founding Nicholson Dent with Val Nicholson in 2011 so that I could put into practice an advice process that I passionately believe is right for our clients. I am both a Certified Financial Planner and Chartered Wealth Manager. Many clients have been with me for well over a decade and new clients tend to come by way of recommendation because of the different approach I take to financial planning.
Achieving a client's financial goals is a long and ongoing process with no quick fix. I enjoy helping them on their journey.
Outside of work I enjoy taking our dog Millie on long walks in the countryside, sometimes with my wife Jo and my two teenage sons and often via a stop at a village pub. I also spend time supporting the tenor section in the local choral society.
Tel: 01325 380346, Email: firstname.lastname@example.org
I have worked in financial services for 18 years having started as a personal assistant to a financial adviser straight from college. This experience has helped me develop a broad knowledge of the systems and products employed in our industry.
It is my job to process the actions required as a result of our financial planning process as well as communicating with clients and product providers to ensure all runs smoothly. I have known some of our clients for many years and have recently started getting out on the road to meet clients face to face.
Out of work a husband and three young boys keep me very busy but I do find time for socialising, cooking and going to the gym. I also have Ella and Gemma, my pet hens who only produce around 3 eggs a week but are great characters!
Tel: 01325 380346, Email: email@example.com
I joined Nicholson Dent in late 2016 working alongside Val Nicholson to familiarise myself with the various office procedures and systems before her retirement.
I have a wealth of experience gained from various customer service, administrative and managerial roles as well as project management. Having worked within different service industries is proving beneficial when developing procedures to ensure the smooth running of the office and our client proposition.
Out of work most of my time is dedicated to our two teenage sons, cooking, travel when time allows and learning to speak Spanish.