Your team


Nick Robinson – APFS

Chartered Financial Planner


  • Chartered Financial Planner
  • DipPFS
  • APFS
  • EFP


  • Fairness
  • Travelling to beautiful places
  • A pint of Real Ale
  • Being active / sport
  • Laughing and making people laugh
  • History / ruins
  • Reading
  • The stock market


  • Unfairness
  • Bureaucracy
  • Hypocrisy
  • Bad Manners
  • And worst of all… fresh coriander

At work

After graduating from the University of Surrey with a first-class degree in Financial Services Management, I started to work in financial services. I now have over seven years of experience and have attained Chartered Financial Planner status.

My areas of expertise include pension planning, tax planning and investment planning. I specialise in dealing with complex cases which require a large amount of technical knowledge.

At home

I enjoy climbing and bouldering and go once or twice a week. I like walking, reading, following most sports (with cricket being my favourite), travelling and holidaying.

I like cooking too. Most evenings, I read for an hour or two – I enjoy reading about various subjects including factual, non-factual, current affairs and finance.

Spotlight questions

On an ideal weekend, you can find me:

Outside with beautiful scenery talking / joking with loved ones while enjoying a nice pint of ale.

My favourite holiday destination is:


My favourite song to play in the car is:

‘Seven Nation Army’ by The White Stripes

The first album I bought was:

Blur’s Best of album

If I could be any fictional character, I would be:

Indiana Jones

If I could turn any activity into an Olympic sport, I would win a medal in:


When the dessert menu arrives, I’m looking for:

Eton Mess

The three qualities that draw me to new people are:

A nice smile, warmth and interesting personality

My pet peeve is:

People not washing hands after going to the toilet

The best gift I’ve ever received is:

My grandad saved up a small amount of money each month and gave it to me at 18. Apart from the actual money it taught me the benefits of saving (even small amounts) as well as being generous. I invested the money.

The three people at my dream dinner party would be:

Winston Churchill, Cleopatra & George Orwell

The three small things that make my day better are:

Good food, good company and being appreciative

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Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.


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