Page 2 - Invitation to Financial Advice

Introducing

(Financial Services) Limited

Nicholls Stevens (Financial Services) Limited is a firm of fully Independent Financial
Advisers. Nicholls Stevens Financial Services operates out of Bristol and London with
clients located throughout the UK. We are directly authorised and regulated by the Financial
Conduct Authority (FCA).

Nicholls Stevens was formed in 1986 and for over 30 years we have cared for the financial
needs of our clients both private and corporate, applying the highest level of skill and
expertise to our advice and service regardless of the wealth of the client. Our many satisfied
clients have dealt with an advisory boutique not a cost cutting supermarket.

We have a strong reputation, particularly within the Professional community. All new
clients come to us from personal recommendations by existing clients and professional
firms. Solicitors and Accountants regularly introduce clients to the firm.

Nicholls Stevens are specialists. We have specialised for 30 years in giving retirement
advice to those accumulating their wealth, those faced with diverse choices at the time of
retirement and working with those in retirement to maintain their level of income and to
help them deal with many of the financial challenges associated with increasing age.

We are specialist corporate advisers, assisting CEOs and Finance Directors to select and
run employee benefit schemes and to protect the assets of the business owners for over 30
years.

Nicholls Stevens are independent. Being an independent adviser is important because it
means that we can consider all types of investment products that might be suitable for the
client and consider products from all firms across the market.

We offer a clear fee structure, details of which will be sent to you. Simple queries can often
be resolved at low cost.