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.

“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.

Andrew has been advising clients since 2005 and is passionate about the impact that financial planning can have on clients lives and personal wellbeing. He has a broad and extensive knowledge of financial planning with a particular focus on retirement planning and ensuring wealth can be passed onto future generations. Andrew is a Chartered Financial Planner and also holds specialist qualifications in long-term care planning and complex pension arrangements.  

Andrew is married to Jordana and is a proud Father to 2 young daughters. Outside of work and family life, Andrew enjoys reading, cricket and rugby as well as creating culinary masterpieces (along with a lot of mess!) in the kitchen.

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!

Giovanni joined the financial services industry in 2018 after he graduated from the University of the West of England with a Master of Science in International Management. He has subsequently obtained the Diploma in Regulated Financial Planning and is a member of the Personal Finance Society. He has a strong passion for financial planning as he believes it can make a huge difference in people’s lives and help them achieve their goals.

Giovanni is a food enthusiast and has a passion for travelling, especially with the company of his fiancée, Laura. In his spare time, he enjoys playing tennis, listening to music, and playing guitar.