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Nick Ling

Financial Planner

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Qualifications FCA Register entry

Qualifications

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

When Nick’s at work

Nick has worked in financial services since 2001, starting his career at Standard Life before becoming a consultant with Aegon. In 2015, he moved into financial advice, covering all areas of financial planning. He enjoys working with clients from all backgrounds and at any stage of their financial journey.

When Nick’s at home

Nick loves spending time with his wife, Annie, and their son, Freddie, whether at home or on weekend trips and holidays. A longtime amateur football player, he’s now finding golf increasingly appealing. He also keeps busy outside of work by helping coach Freddie’s football team.

We asked Nick

What’s the best piece of advice you’ve ever received?

Control the controllable, and don’t spend time worrying about the things you have no control over.

Where is your favourite location in the world?

My wife and I have a special fondness for San Francisco, as it was the first destination we travelled to on our honeymoon.

What three things do you love most about your job?

Meeting a variety of people from all walks of life, and helping and guiding people to improve their financial situation.

What’s your proudest moment as a financial planner?

Building a plan for someone’s retirement, and then seeing them living it, always makes me feel like I’ve helped to accomplish something.

Your story

A professional or company owner

Close to retiring

Enjoying retirement years

Passing on wealth

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PIA Wealth Management is a trading style of Professional Independent Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Register No: 125921. Registered in England and Wales. Registration No: 2598631. Registered Office: Hayward Court, 2b Tettenhall Road, Wolverhampton, WV1 4SF.

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