MEET OUR TEAM
Nigel Wvendth
Financial Adviser
Nigel is a fully qualified Financial Adviser holding the Diploma in Regulated Financial Planning, and Private Client Investment Advice and Management qualifications. With 20 years’ experience advising private clients across a broad range of investments, pensions, tax-planning, mortgages and protection. Nigel also works closely with business clients, providing advice to support the financial goals of their business. Achieving clients’ financial aims and providing excellent customer service are at the core of Nigel’s approach. He prides himself on building strong, long lasting, trusted relationships with clients, helping them turn their goals into reality.
Ben Pepperell
CEO
Ben is the Chief Executive of Pepperells Wealth and brokered the joint venture with Guy Myles and his team at Flying Colours. The emphasis behind the joint venture was to offer a more comprehensive service to all the clients that come into contact with the Pepperells Group. Within the group sits a Law firm and a business solutions company. The offering of financial services compliments the professional advice service and allows clients to access a vast array of specialist services from one central location.
Ben works with businesses as a strategic adviser, and is a specialist in company and contractual disputes and litigation. He also has a client base of high-net worth individuals and deals with divorce and separation, TOLATA claims, Inheritance Act claims and contentious Wills and Probate disputes. He is a problem solver for complex high value cases and he ensures a client receives every opportunity to resolve any problem that they have by offering a holistic and fully rounded service.
Guy Myles
CEO (Flying Colours)
Guy is the CEO and founder of Flying Colours. He launched the business in early 2016 determined to offer consumers a better value way to access financial advice and investment management. As well as leading the business, Guy acts as Chief Investment Officer, with responsibility for the research and design of our investment portfolios.
In 2000, Guy co-founded Octopus Investments, growing the company from start-up to market leader with over 6bn of assets under management for more than 50,000 customers.
Prior to that, Guy worked as a fund manager for Mercury Asset Management where he was responsible for over $1 Billion in US Equities.
WHAT OUR CLIENTS SAY…
Q. What were the circumstances that caused you to look for a Financial adviser?
A. I am self employed and was aware that I had not prepared for the future in terms of savings and pension and I was also not covered should I be unable to work.
Q. How did Nigel Wvendth help you?
A. Nigel and I talked at great length about my finances and he made some very helpful suggestions which I have acted upon. At no time was I under any pressure to go with the plans he had suggested and I really feel that he has acted in my best interest.
What is your current situation?
Q. Have you seen the outcome you were hoping for?
A. Yes and he is helping me continue to make plans for my future.
Q. What could they have done better?
A. I honestly couldn’t be more happy with the service Nigel has provided. I’ve had a bad experience in the past where my best interest certainly wasn’t key. Nigel has listened to me extensively and put together a very thorough plan which is not only helpful now but will be helpful in the future as we look to mortgage renewal, which I will be doing with Nigel.
Q. What were the circumstances that caused you to look for a Financial adviser?
A. Guidance with our pension plan.
Q. How did Nigel Wvendth help you?
A. Answered all our concerns in plain English. We felt at ease with him and at no time did we feel any peer pressure.
What is your current situation?
Q. Have you seen the outcome you were hoping for?
A. Was given a lot of advice and we are currently moving forward with this.
Q. What could they have done better?
A. We feel that all our concerns and questions were answered.
Q. What were the circumstances that caused you to look for a Financial adviser?
A. Pension Sharing Order following divorce.
Q. How did Nigel Wvendth help you?
A. Nigel has advised on the most appropriate pension plan for my circumstances and has gone above and beyond in helping ensure the pension has met my circumstances and looked at ways in which to help ensure some degree of financial security for my son and I.
Q. What is your current situation? Have you seen the outcome you were hoping for?
A. Most definitely.
Q. What could they have done better?
A. Nothing. Nigel has been extremely helpful but not at all pushy. he has listened to my circumstances and taken them into account at every step. Nothing has been too much bother and his communication has been brilliant.
FINANCIAL SERVICES & WEALTH MANAGEMENT
Retirement Planning
As the population lives longer, clients are far more aware of their need to plan for retirement in the current climate. We can help with all aspects of the retirement journey.
Life, income and serious ill health protection
No one knows what will happen in the future, so we offer advice on how to cater for premature death, unforeseen illnesses or long-term incapacity.
Tax Planning
Making effective use of tax allowances and opportunities with a client is one of the ways we can add value to a client relationship.
Estate Planning
We can provide solutions which complement the Wills, Trusts and Powers of Attorney you arrange with your clients, to address Inheritance Tax issues.
Investment Management
By managing an investment strategy with clients, we play a crucial role in helping them achieve their future financial goals.
Elderly and vulnerable clients
Increased life expectancy means it’s more important than ever that we have plans in place which give us the support we need in later life.
Trust Planning
Where you act as Trustee on behalf of beneficiaries, we can support that role by providing advice to you as Trustees.
Mortgage Advice
Buying a property can be one of the biggest decisions we make in our lives, and perhaps one of the costliest.
Business and Corporate planning
Sometimes these clients have the most complicated circumstances to deal with.
Reach Us
Contact the team at Pepperells Wealth.
The Lawn, 1 Ingleman Place, Lincoln, LN1 3BU
01522 717 410
info@pepperellswealth.com