Nina Wilson

Based in our Leeds office, Nina Wilson is an Associate Financial Planner with more than 25 years of experience in the financial services industry. She holds the Diploma in Financial Planning, Cert PFS, and a BA (Hons) in Business Economics and Accountancy. 

Nina works with clients across Leeds, Yorkshire and throughout the UK, helping them make confident financial decisions at every stage of life. Her areas of expertise include retirement planning, pension advice, cashflow forecasting and tax-efficient wealth planning. 

She advises individuals, families, retirees and professionals, providing tailored financial planning and cash flow modelling to help them achieve their long-term goals. By taking the time to understand each client’s circumstances, priorities and aspirations, Nina develops clear and practical strategies designed to support their financial wellbeing. 

Before becoming an Associate Financial Planner, Nina worked as both a Bank Assurance Adviser and a Paraplanner. This experience gave her strong technical knowledge and a comprehensive understanding of the financial planning process. She combines this expertise with regular client reviews and personalised advice, helping clients keep their plans aligned with changing goals, legislation and life circumstances. 

Outside of work, Nina enjoys travelling, exploring new cities, playing padel, supporting her family’s sporting activities and taking on home improvement projects.