Nicola Coates
FPFS, CFP, Chartered MCSI
Chartered Financial Planner
Whilst financial advice and investment management is of course built upon technical capability and experience, it’s also about trust and relationships. Our relationship with you, who you are and what you want.
At 56Wealth, we will help you achieve the best financial outcomes. We will ensure you understand all of the options available to you, so you know that when you make a decision, you are doing so from an informed, empowered place and can be confident of a positive outcome.
Integrity | Technical Excellence | Trust
Fellow of the Personal Financial Society
This is the highest qualification attainable with the Personal Finance Society requiring years of study and exams, with ongoing professional development to ensure current knowledge and expertise.
Chartered Financial Planner
Is a measure of technical competence which demonstrates an adviser at the forefront of their profession. As a Chartered body of more than a century’s standing, the Chartered Insurance Institute grants Chartered titles to individuals and organisations that meet strict qualifying criteria.
Certified Financial Planner
Certification is the standard of excellence in financial planning, CFP® professionals meet rigorous education, training and ethical standards and are committed and obligated to serving their clients’ best interests today to prepare them for a more secure tomorrow.
Chartered Member of the CISI
Attaining a Charter from the CISI, the UK’s leading securities and investment professional body, highlights that you are at the pinnacle of professionalism in financial services.