Senior Wealth Executive
Nicola graduated from Bournemouth University with an Honours degree in Accounting and Finance and is currently studying for a Diploma in Regulated Financial Planning.
At MASECO Private Wealth Nicola provides dedicated support for Rory Dorman; she is a point of contact for his clients and helps organise meetings and client reviews, as well as preparing account opening paperwork and updating account information where required. Nicola also assists in the implementation of clients’ wealth planning requirements.
In her spare time…
Nicola enjoys music and attends various festivals and concerts throughout the year. In addition, she enjoys socialising with friends and spending time in the garden, weather permitting.