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Nicola Coates

Nicola Coates of 56 Wealth Management Limited is based in Perth. Nicola has up to 18 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Synergy Financial Planning Limited16/05/2016 to 08/12/2019
Carbon Financial Partners Ltd10/02/2014 to 15/12/2015
7IM Financial Solutions Limited29/03/2012 to 21/11/2013
Turcan Connell Solicitors & Asset Managers09/05/2011 to 31/07/2012
VWM Consulting Limited14/07/2009 to 21/04/2011
Chase de Vere Independent Financial Advisers limited27/11/2008 to 09/01/2009
Forvis Mazars Financial Planning Limited19/01/2007 to 07/11/2008
MLP Private Finance Plc14/07/2006 to 31/12/2006
Manse Capital Limited15/07/2005 to 06/11/2006
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.