Nigel has been a financial adviser and planner for over 35 years and has been awarded the Advanced Financial Planning Certificate. He is a member of the Personal Finance Society.  
Nigel specialises in pensions and is enthusiastic about the freedoms introduced in 2015 to allow clients to take back control of their retirement planning. He also has a particular interest in investments and the ways in which they can help clients to realise their dreams.
Nigel lives in the Cotswolds with his elderly and loyal labrador, Jack. In his spare time he likes to hike and ski, play tennis and do a bit of cycling and the occasional game of cricket.

Daniel holds Chartered Financial Planner status and is a registered pension transfer specialist. He is a diligent and pragmatic adviser who specialises in helping time-constrained professionals and business owners bring focus and direction to their retirement goals and tax planning. He is committed to keeping matters as clear and concise as possible, whilst bringing his considerable skills to help clients achieve their objectives. Daniel is a keen sportsman, who played rugby for England Students and Salford City Reds, and still enjoys skiing and football. He also loves travelling and spending time with his family and friends.

“Above all else, I advise clients with a view to increasing their peace of mind about the financial future.” With 25 years’ experience in financial services as an adviser, James has a wide knowledge of financial planning, with particular interest in Inheritance Tax mitigation, trusts, investments and pensions, and long-term care planning.

As partner,James is responsible for encouraging and monitoring the development of knowledge and professional skills within the Practice. James holds a DipPFS. He enjoys music and the theatre and indulges from time to time in performing both, with varied levels of success.

‘Young’ James, as he is known within the walls of Ermin Fosse, provides lifetime financial planning to entrepreneurs, professionals and their families.  With over 10 years of planning experience, he is one of the few advisers in the country to hold both the Chartered and prestigious Certified Financial Planner titles. This technical knowledge, combined with a plain talking personal approach, enables James to help others make more informed, educated and rational decisions - financially or otherwise.

Outside of work, James spends considerable time walking Quincy, his ever energetic and loyal companion. When not spending time with the dog and his family he has been known to play the occasional game of cricket, walk the odd fell or even break into a run now and again. Ultimately though his main passion, and general mood, revolves around the fortunes of Gloucester Rugby Club. 

How would you describe your role and what do you enjoy most about it?

I am one of four Client Relationship Managers and specifically work with James de Lisle Wells, supporting him to provide a great service to his clients.  Day to day I am their first point of contact and available at the end of the phone for anything non-advice related.  I produce the review packs that James takes to client meetings, implement any recommendations made and help with all other client focussed tasks. I find that no two days in the office are the same and most enjoy the variety that this brings.

What are you trying to achieve in your role at Ermin Fosse?

I am studying for my diploma in financial planning as I want to broaden my knowledge of the industry and advice process.  Achieving my diploma will help to develop my skills further and mean I can get involved in more complicated work behind the scenes here.  I’ll have a better understanding of the financial planning journey which I think will enhance the service I provide to our clients.

How do you enjoy spending your spare time?

Having recently bought a house with my husband we are spending a lot of time in the garden getting it summer ready.  We also like to spend weekends with family down in Devon and trips away with friends.

How would you describe your role and what do you enjoy most about it?

My role is to closely work alongside Nigel as his Client Relationship Manager. This involves ensuring that all his clients business is processed efficiently, arranging and preparing Annual Reviewing Meetings and ultimately being the first point of contact for his clients if they have any queries. 
The parts of my role I enjoy the most are interacting with our clients and getting stuck into processing new business cases. 

What are you trying to achieve in your role at Ermin Fosse?

I strive to ensure our clients receive the level of service they would expect and have been promised. In order to achieve this, I am keen to further develop my knowledge so that each client continues to receive a professional and competent experience. 

How do you enjoy spending your spare time?

Creating memories with my family and friends! I love to make lots of plans throughout the winter months so that summer can be filled with music concerts, festivals and holidays. I will also now be spending my weekends doing lots of walking as Ermin Fosse prepares to complete the Three Peaks Challenge in July!

Following a shaky start to life at Ermin Fosse, Quincy has found his feet.

He hopes to rise through the ranks here and head up a 'client welcoming' department, although he only manages to excercise his skills when he escapes from the top floor office.

Fortunately, our offices are a stones throw away from a big park which keeps him entertained (and tires him out!).

My name is Jack, I am 12 years old and after a long and illustrious career being a faithful gun dog and companion, I am now pretty much retired and enjoying a life of eating (still quite a lot of eating), sleeping and the occasional walk around the Cotswold Hills.
Coming to the office could be a bit more exciting than it is, but it is improved when I manage to purloin one or two of Quincy’s pigs’ ears when he’s not looking.

How would you describe your role and what do you enjoy most about it?

Having worked in Financial planning for 10 years, I moved to Ermin Fosse in November 2018 where I work as a Customer Relationship Manager for Dan. My role is to ensure all of our clients’ needs are met from preparing for Annual review meetings to processing any new business and being at the end of the telephone to solve any client queries or concerns. I particularly enjoy communicating with our clients and assisting them in any way I can.

What are you trying to achieve in your role at Ermin Fosse?

I am focused on delivering the highest level of client satisfaction and in order for me to better achieve this, I am always looking to increase my knowledge within Financial Planning 

How do you enjoy spending your spare time?

As one daughter has left for University, I am now only taxi driver to one younger daughter travelling to endless hockey matches. When not standing on the sidelines cheering, I love to go walking with our dog, a mad cocker spaniel!

How would you describe your role and what do you enjoy most about it?

I am a paraplanner at Ermin Fosse and work alongside the advisers helping to provide technical support and assist with the advice process. This can involve a variety of tasks including conducting research, tax planning calculations and preparing reports. I enjoy the technical side of the role and finding solutions to different scenarios that clients may face. 

What are you trying to achieve in your role at Ermin Fosse?

I achieved my Regulated Diploma in Financial Planning in 2017 and am now working towards becoming Chartered. I am continually looking to develop my knowledge and understanding of all aspects of financial planning and I am enjoying gaining more experience within the industry.

How do you enjoy spending your spare time?

I enjoy most sports, especially football. I am a big Leeds United fan and try to watch them live as often as I can. I am currently doing more walking than usual in preparation for our Three Peaks Challenge this summer. Alongside this, I like to relax spending time with family and friends.