As managing partner, Andrew overseas the running of the business and is the back bone of Clarke Nicklin, it’s his drive and resolve that has helped to significantly expand the size and offerings of the firm, and in conjunction with Scott identifying new initiatives for clients across the UK.
Scott Herbert DipPFS
Partner and Independent Financial Advisor
Scott has been working within the financial services industry for over 30 years. Scott and co- founder Andrew Baggott joined forces in 2005 and have built Clarke Nicklin financial planning into the success story it is today.
Scott has held a regulated advisory role for over 26 years within some of the UKs leading Financial services companies, and the UKs largest provider of independent financial advice to the accountancy sector. Over this time Scott has advised companies ranging from small SMEs up to companies operating nationally and globally.
Scott is supported by a team of financial professionals and looks after clients all over the UK and overseas. He has forged strong relationships with both his clients and their families over many years. He prides himself on providing a friendly and professionals service. He specialises in both personal and corporate financial advice and has built a reputation as a leading Independent Financial Advisor.
Scott holds qualifications with the Chartered Insurance Institute, the Chartered Institute of Bankers and the Pension Management Institute. He is a member of the Personal Finance Society and was invited several years ago to join the prestigious Russell Study Group in London which is made of some of the UKs most experienced financial planners.
When not working Scott enjoys family time with his wife and three teenage children and not forgetting four dogs! He enjoys travelling and in particular spending weekends on the Welsh Coast. He likes hiking, real ale and Manchester City!
Jon Nield DipPFS
Independent Financial Advisor
Jon Nield - Independent Financial Advisor
Jon has worked in the Financial services industry for 23 years. He has previously held a supervisory support role in one of the UKs leading banks, and an advisory role within the UKs largest IFA advice group to accountants in the UK.
Jon was head hunted by Clarke Nicklin in 2007 and has worked with Scott Herbert for over 17 years. He was promoted to Independent Financial Advisor ten years ago. Jon specialises in group employee benefits, retirement planning/investments and mortgage and protection advice.
Jon has attained a number of professional qualifications with the Chartered Insurance Institute and the Pension Management Institute. He is a member of the Personal Finance Society.
In his spare time Jon enjoys keeping fit and has ran several ultra- marathons and completed two Iron Man events. He enjoys spending time with his wife and two daughters.
Christian Evans DipPFS
Advisor Support Manager
Christian Evans - Advisor Support Manager
Chris has worked in the Financial Services sector for nearly 20 years. He has held both technical support and regulated advice positions within some of the UKs leading financial institutions.
Chris joined Clarke Nicklin Financial Planning over ten years ago, and has made a significant contribution towards developing where the company is today. He prides himself on an eye for detail and has a passion for delivery of excellent customer service. He was promoted to Advisor Support Manager four years ago, and is now working towards his final qualifications to become an Independent Financial Advisor.
Chris holds a Diploma with the Chartered Insurance Institute.
He provides technical support to his team members and manages our back office procedures and staff.
When not working Chris enjoys spending time with his young family and is a season ticket holder at Manchester City.
Laura Frost - Marketing Manager
Laura is the Marketing Manager for Clarke Nicklin and manages the marketing function for the business, she is also responsible for organising the Stockport Business Awards which is an annual awards dinner held each October to celebrate businesses within the community. You can find more information about the business awards here – www.stockportbusinessawards.co.uk
The above are supported by our dedicated, hardworking administration team including:
Paraplanner – Cert CII (Life & Pensions), PFS
Stephen has cemented himself as a firm part of the Financial Planning team, joining early 2020. He began at the firm as Financial Planning Administrator and was promoted to Paraplanner in mid 2021. Stephen has 13 years experience within the financial services sector including working for a major UK bank and a leading financial platform provider.
He holds qualifications with the Chartered Insurance Institute and is working towards attaining a diploma.
In his spare time he enjoys spending time with his family and supporting Manchester United.
Graduate Financial Advisor Trainee
Kieran is the newest member of the FP team, joining in October 2021. Graduating with a first class BA Honours degree in Finance and Economics, he won the Investec Wealth and Investment Finance and Economics prize which was awarded to the student with the highest overall mark on the course. Kieran is on the graduate training program to eventually become a Financial Advisor. In his spare time Kieran likes to play and watch sports, support Man United, and also plays the guitar.
Financial Planning Administrator
Kathryn has been with the Clarke Nicklin Group for over 20 years. She started in 1999 as Receptionist but then joined the Financial Planning team from day one, working closely with Scott.
She provides administration support to the whole team and services client needs and requests on a daily basis. She has a good rapport with the clients, having known many of them for several years. She is an integral part of the Financial Planning team. When not working Kathryn likes to keep fit and going for long walks with her Husband.
Suzy has worked at the Clarke Nicklin Group for several years. She joined the Financial Planning team three years ago and specialises in auto enrolment pension administration. Outside of work Suzy enjoys spending time with her family and watching a good series on Netflix.
Michelle has previous experience working within one of the UKs largest pension consultancy companies. She specialises in pension administration and holds qualifications with the Pension Management Institute. Michelle enjoys time with the family and their four dogs.
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