Nick WelshInvestment Management and Product Suitability

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areas of expertise
  • Wealth Management
  • Investment Strategies
  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • DipPC, University of East Anglia
  • MBA, University of East Anglia

Nick has more than 11 years’ experience working in Financial Services and specialises in managing investments for individuals, charities and professional firms. During his career, Nick has provided investment consultancy services to professional intermediaries, primarily focussed on the topics of constructing and reviewing their centralised investment proposition and improving operational efficiencies in key areas such as client review processes.

He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). In addition, he has completed a Master of Business Administration (MBA) at the University of East Anglia (UEA), for which he was awarded a Distinction.

In 2018, he was appointed as a Non-Executive Director of a local social enterprise specialising in supporting young people with the skills, confidence and knowledge to live safe and securely.

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WM Capital Management
WM Capital Management