Who we help Services Industries Insights Our People Events Newsroom About us Our offices Careers Contact us Sign-in United Kingdom Home Our People Nick Travis Partner, Head of Entrepreneurs, Investment management Department: Entrepreneurs, Family Wealth Group Location: London Telephone: +44 (0)20 7131 4223 Areas of expertise Integrated wealth management; entrepreneurs. Experience Nick assists a broad range of clients in structuring their long-term financial plans and discretionary portfolios. He works closely with tax and financial planning professionals to ensure that all elements of a client’s wealth (often including their businesses) are considered. Nick’s client base is broad and includes entrepreneurs, angel investors, NEDs, C-Suite Directors, and charities. Nick is particularly focused on supporting business owners in structuring their personal financial affairs while they grow and eventually exit their businesses. Notable achievements Named in PAM’s 2017 ‘40 under 40’. Named in Citywire’s 2014 and 2015 ‘30 Under 30 in Wealth Management’ lists. Awarded Outstanding Mentor of the Year by the Worshipful Company of Information Technologists for his work with entrepreneurs. Professional qualifications/memberships Chartered Member of the Chartered Institute for Securities & Investments (CISI). Download photo Contact Nick First Name Surname Email Telephone Message Please tick the box below You may also be interested in... INSIGHT Matching brands to tomorrow's consumers Jay Richards, founder of Imagen Insights helping to nurture generation Z talent. INSIGHT Solving the food waste problem Tessa Clarke, co-founder of Olio, is creating a waste less environment. INSIGHT A green energy world Peter Bance, CEO of Origami, is creating green energy through technology. INSIGHT Keeping the world Calm Alex Tew & Michael Acton Smith, co-founders and CEOs of Calm, helping users deal with their mental load through meditation. INSIGHT The power of STEM Tom Ilube founder of the African Gifted Foundation on how he set up a school in Africa focusing on science and technology. Follow us: Personal Services Solutions Business Services Solutions Industries Our People Insights Webinars Subscribe to Insights Careers Experienced hire Newsroom View newsroom Contact us Latest tweet Nexia Privacy statement Slavery and human trafficking Legal and Regulatory information Terms of use Complaints procedure Careers Fraudulent activity Cookie Settings This site uses cookies to provide you with the necessary functionality and to provide a personalised experience. By using this site you agree to our use of cookies. Please read our cookie statement for more information on the cookies we use and how to delete or block them. Accept Adjust cookies settings