Nicola Sunderland Financial Planning services brochure

1. Enhancing client relationships, creating new business opportunities.
Nicola Sunderland LLB(Hons) DipPFS TEP
Independent Financial Planner

2. Nicola Sunderland is a well-respected, STEP-qualified Independent
Financial Planner, providing an integrated legal and financial advisory
service to your clients.
Being TEP and a full member of STEP, Nicola helps Solicitors maximise
the opportunites presented by the Legal Services Act 2007, to deliver
integrated legal and financial advice.
Using Nicola’s services you will benefit from:
- Confidence in a trusted and qualified financial planner
- More informed decision making by your client
regarding financial matters
- Reduced financial advisory costs for your client
- Opportunity to strengthen client relationships
and attract new business
Nicola Sunderland represents Countrywide Estate Planning (ifa),
a trading name of Honister Partners Ltd - a national IFA firm
offering premium financial planning* in the following areas:
- Tax and Estate Planning
- Financial Planning for Trustees
- Financial Planning for Private and Corporate Clients
Credentials in brief:
- LLB (University of Birmingham)
- Diploma in Financial Planning
- STEP Member and Qualified
- Member of the Personal
Finance Society
- 10 year career in Private
Client Investment Advice
and Management
*The FSA does not regulate Tax Planning or Trusts

3. Nicola’s trust
expertise covers:
- Compliance with Trustee
Act 2000
- Integrated Legal and Financial
Advice; a joined-up advice service
- Trust tax mitigation
- Risk Assessment and Asset
Allocation; Diversification and
Suitability
- Ongoing Trust Monitoring,
Reviewing and Reporting
- Personal Injury Trusts and
Disability Trusts
Financial Planning for Trustees
Trusts present Solicitors with many challenges, particularly
trust governance, so it’s essential to prove correct
administration where contentious trust matters arise.
Holding the Diploma in Financial Planning and STEP
qualification, Nicola can guide your clients through both the
legal and financial aspects of trust governance, providing peace
of mind that your trusts are in safe, knowledgeable hands.
Using a proven method to establish financial objectives,
risk assessment and asset allocation, tax and investment issues
are professionally dealt with and fully documented in line
with trust legislation. Ongoing trust monitoring and reporting
is managed regularly to keep in line with changes in taxation
and beneficiary requirements, ensuring readiness for any
contentious issues that may arise.
Tax and Estate Planning
Fully STEP-qualified, Nicola ensures your clients’ tax and estate
affairs are managed with protection and prosperity firmly in mind.
Clients have several issues to consider at any one time,
from increased tax burdens to third party claims for bankruptcy,
divorce proceedings and the impact of funding long-term care.
With a long term approach to family wealth protection, Nicola
can complement your existing tax and estate services, reassuring
your clients that their wealth is protected for themselves and
future generations.
Nicola’s tax
expertise covers:
- Tax Mitigation
- Inheritance Tax Planning
- Trusts, Gifting and Asset Protection
- Offshore Planning Opportunities
- Pension Death Benefit Trusts
- Succession Planning and
Business Succession Planning
Nicola has worked very hard on our behalf - it is so reassuring
to have someone we feel we can trust. Alan and Gwen Waters, Private Clients.
“
“
We have been very impressed with Nicola as an individual;
she is both professional and personable and has developed
very good relationships with our clients. The Probate Bureau.
“
“

4. Financial Planning for Private
and Corporate Clients
Nicola specialises in private client wealth protection and growth
at all life stages. Her far-sighted investment strategies identify
the most nurturing environments for asset growth and protection,
from global equity markets to Bonds and Trusts.
CF8 qualified, Nicola can help your clients to build Long Term
Care strategies, creating peace of mind that elderly loved ones
will be cared for in a comfortable environment.
JO3 qualified, Nicola is well-placed to advise your corporate
clients. She provides clarity and assurance on the growing
responsibilities and liabilities facing business owners
in a changing economical and tax climate.
Financial Planning for Private Clients
- Care Fees Planning
- Investment Advice
- Portfolio Management and Review
- Alternative Investments
- Pensions
- Family Protection
Financial Planning for
Corporate Clients
- Company Pensions
including SSAS & SIPP
- Employee Benefits
- Key Man Insurance
- Director Shareholder Protection
- Partnership Protection
- Succession Planning and Exit Strategies
Nicola’s presentation and explanations are clear, very relevant
and pitched at the right level. Alistair Barnwell, Director of Bird-Luckin Chartered Accountants.
“
“
Call Nicola on 01926 514 393
ext. 238 to find out how you
can enhance client
relationships and create
new business opportunities.

5. Abbotsfield House
43 High Street
Kenilworth
Warwickshire
CV8 1RU
t: 01926 514393 ext. 238
m: 07917 114849
e: nicola.sunderland@honisterpartners.com
www.nicolasunderland.com
Countrywide Estate Planning (IFA) is a trading name of Honister Partners Ltd
Honister Partners Ltd is an appointed represenative of Sage Financial Services
Ltd, which is authorised and regulated by the Financial Services Authority.