Nick Middleton

Nick Middleton has extensive work experience in the financial services industry. Nick is currently the Chief Operating Officer at Oakglen Wealth, where they combine service-oriented discretionary and advisory investment management to meet the needs of various clients. Prior to this, they worked as a Director at Helix Capital, focusing on investments related to the energy transition. Nick also served as an Advisor at GoldPesa and Rosecut Technologies, providing financial advice and blending AI advice with the human touch. Nick has been involved in the Financial Services industry since 2019, working as a Financial Professional, Board Advisor, Fintech Mentor, and Consultant at College Cross Consulting Ltd. Nick also worked as a Consultant at Yellow Jersey PR. Earlier in their career, they held various roles at UBS, including Head of UBS SmartWealth UK and Executive Director. Nick began their career as a Senior Investment Director at Rensburg Sheppards.

Nick Middleton attended Uppingham School from 1989 to 1994. Nick then went on to study Business Studies at the University of Plymouth from 1994 to 1998.