Our Team - Nicola Chapman (Paraplanner/Trainee adviser)

Nicola joined PIA Wealth Management in 2006 after 7 years of Life Assurance experience with the Windsor Life Assurance Company.

She is fully qualified to certificate level with the Chartered Insurance Institute as well as holding the Certificate in Mortgage Advice and Practices (CeMap). Nicola has also gained qualification to level 4 diploma level with the Institute of Financial Services.

Previously PA to John Davidson, Nicola returned from maternity leave in October 2012 to the Paraplanning Department where she undertakes work as a Paraplanner carrying out research and report writing.

After 5 years of working within this department assisting Consultants with the research and report writing , Nicola is now looking to pursue her career further and is presently dividing her time between the Paraplanning Department and a Trainee Adviser role.

To help develop her career Nicola is working closely alongside one of our most Senior Consultants Liz Monk in conjunction with the Mortgage Department, whereby she specialises in ensuring all clients have the right form of protection in connection with their mortgage.

Our Brochure

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To briefly summarise who we are and what we can do to help you to achieve all your financial goals and aspirations please download our pdf brochure.

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