Our Advisory / Paraplanner Staff
is a founder, director and adviser of Sandle Nash Limited. He is a French Graduate from Reading University and has over 35 years of experience in Financial Services. He started as an account manager for Save and Prosper in 1987 before securing a position as an investment adviser for an accountancy-owned Independent Financial Advisory in 1989. In 1991 Nigel helped establish and develop a new Financial Advisory Company, where he served for 19 years, taking on the roles of Compliance Officer and Investment Director. He joined Jez Gee (see below) in 2010 with the goal of providing their combined clients with a personalised service that could be honed to take account of the changing requirements for advisory firms in 2013 with the advent of the Retail Distribution Review. Sandle Nash Limited was established in 2011 to achieve this end and started trading on 1st January 2012. Nigel holds the Diploma in Financial Planning.
is a founder and adviser of Sandle Nash Limited. He is a Mathematics Graduate from Exeter University and has over 30 years of experience in Financial Services, having started as a Pension Administrator for an Exeter based firm of Independent Financial Advisers in 1991. He established his own company in 1995, where he initially provided litigation support services to a Cardiff based firm of solicitors appointed by the two Mineworkers Unions whose members had been misadvised to transfer out of their Final Salary Pension Schemes. This company, the predecessor of Sandle Nash Limited, was then adapted to give personal financial advice in August 1997. Jez also holds the Diploma in Financial Planning.
is a director and adviser of Sandle Nash Limited and joined in February 2013, expanding the adviser team, which became necessary as the company grew organically through client and professional referrals of new business. Tim has over 20 years of experience in financial services, initially working in the South East as an advisor for two high-street banks, before moving with his family to Exeter in 2005. He holds the Diploma in Financial Services and in July 2012 attained the industry recognised achievement of "Chartered Status". He is now working towards his goal of becoming a Fellow of the Personal Finance Society. Tim has brought valuable experience and extensive knowledge to the firm.
has been the senior paraplanner at Sandle Nash Limited since its inception. He is responsible for research, analysis and the smooth running of the ongoing financial services proposition we offer to existing clients. As such, he is an essential part of the operation. He has worked in financial services since 1985; originally joining a National Life Company based in the South West in their general insurance department. Towards the end of his 22 year connection with this company, he was the Senior Consultant responsible for endowment and pension reviews. Simon joined Nigel Sandle at his Exeter-based Independent Financial Advisory company in 2007, where he developed his skills as a paraplanner before moving with Nigel to help him establish Sandle Nash Limited.
Our Administration Staff
"Trust one who has tried"