Financial Advisors in Nottingham

At our Nottingham office, we pride ourselves on delivering a friendly, efficient and highly personal service. Whether you are preparing for retirement, considering inheritance tax planning, supporting family members or thinking about your long-term financial legacy, our role is to help you make informed decisions with confidence and a clear plan behind them.

We believe that effective financial planning starts with strong relationships. By taking the time to understand what matters most to each client, we build long-term partnerships that often span many years and in some cases, multiple generations of the same family. Our advice is tailored to individual circumstances, helping clients navigate financial decisions with clarity as their lives, priorities and goals evolve.

Many of the clients we support are approaching or already enjoying retirement, and we are proud to help them plan for every stage of later life. As these relationships develop, we are increasingly supporting the next generation too, providing trusted guidance to children and grandchildren as they begin their own financial journeys.

Our team includes Chartered Financial Planners and experienced advisors with specialist expertise in areas such as inheritance tax planning and later-life financial planning. This combination of professional qualifications, technical knowledge and long-standing client relationships enables us to deliver advice that is both personal and practical. We take a relationship-led approach, explaining options in clear, straightforward language and regularly reviewing plans to ensure they remain aligned with your changing needs and aspirations.

“Our clients are at the heart of everything we do. Many have been with us for years, allowing us to build a real understanding of their goals and provide advice that supports them through retirement and beyond.”

Gia Rhone, Nottingham Practice Manager

Why choose our Nottingham financial planning team?

• Established in 1997, with a long-standing presence across Nottingham and the East Midlands.
• A team of Chartered Financial Planners supported by a wider team of paraplanners and administrators.
• Fellow-level professional expertise within the Nottingham office.
• Specialist knowledge spanning retirement, investment, inheritance tax, trusts, business reliefs and intergenerational planning.

A local West Bridgford office with client parking, backed by the resources of Perspective Financial Group.

Chartered Advice and Professional Expertise

The Nottingham team includes Chartered Financial Planners Jo Noon, Ajay Khosla and Alistair Fraser. Ajay brings more than 31 years in financial services and 10 years in banking. Jo began her financial-services career in banking in 1988 and has worked as an Independent Financial Advisor since 2011, specialising in holistic planning for individuals and business owners. Alistair has nearly 30 years of experience, became a Chartered Financial Planner in 2021 and was accepted as a Fellow of the Personal Finance Society in 2022; his expertise includes retirement and investment planning, later-life tax planning, inheritance tax, trusts, business reliefs and intergenerational planning.

Questions the Nottingham office can help you answer

Drawing on experience across retirement planning, investments, inheritance tax, trusts, business reliefs and intergenerational planning, our advisors can help you explore questions such as:

• Am I making the most of my pensions, savings and investments?
• How can I structure my finances to support the lifestyle I want in retirement?
• What steps could I take to improve tax efficiency for myself and my family?
• Are my investments aligned with my long-term goals and attitude to risk?
• What should I consider when planning for future care costs?
• How can I adapt my financial plans as my circumstances change?

Our advisors focus on building financial plans that are both practical and adaptable, helping you understand your options and make decisions that support your long-term goals.

Visit the Nottingham office

The Nottingham office is based in the West Bridgford area, within a business park office unit with parking available for visiting clients. The location provides a practical setting for private, face-to-face financial planning conversations.

Whether you are planning for retirement, reviewing your financial arrangements, considering inheritance tax planning or preparing for later-life decisions, the Nottingham office provides friendly, efficient advice with clients at the heart of everything it does.