Nic Bennett is a seasoned financial professional with extensive experience in providing bespoke financial advice, currently serving as Managing Director at Nautical Wealth Ltd since September 2021. With a strong focus on pension planning, investment strategies, and inheritance tax, Nic leads a team dedicated to offering personalized services to clients. Additionally, Nic contributes as a Volunteer Crew Member at RNLI since February 2023. Previous roles include Financial Consultant at a Partner Practice of St. James’s Place Wealth Management, Regional Account Manager at Scottish Widows, and several advisory positions at Lloyds Banking Group and Aviva plc, covering a range of financial services for both individual and corporate clients.
This person is not in the org chart
This person is not in any teams
This person is not in any offices