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Nadia Fewlass-Jones
Nadia Fewlass-Jones
About
Nadia is an Associate Financial Adviser at The Private Office, based in London and covering areas such as Colchester, Oxfordshire and Guildford. As a diploma-qualified adviser, she provides support to a range of individuals and families. She aims to provide peace of mind and focuses on building long-term relationships with clients. Taking a holistic approach to financial planning, she considers each aspect of a client's financial circumstances in order to help them achieve their goals.
Nadia uses cash flow modelling to help clients understand their current financial position and provide a clear roadmap to achieve their financial aspirations with informed decisions and adjustments to stay on track. She has experience in retirement planning and inheritance tax planning, as well as investment advice from having spent time supporting TPO’s investment team before becoming an Adviser.
Since joining TPO in 2021 Nadia has been nominated for multiple awards that highlight young achievers in financial advice, and she was highly commended for the Rising Star award at the Women in Financial Advice Awards 2023. She has been interviewed by CityWire for an article about her work with entertainment clients, as well as a piece about her career progression and experience in the TPO Adviser Academy.
Nadia is currently studying towards the Advanced Diploma in Financial Planning (APFS) to become a Chartered Financial Planner. She holds a degree in Psychology (MA Hons) from the University of Edinburgh.
Nadia has always had a deep love for the outdoors as she grew up spending countless summers walking and camping. This passion for nature has stayed with her, and she continues to enjoy hiking and exploring new places in her spare time. She also enjoys the arts and tries to visit the theatre whenever the opportunity arises.
Areas Of Expertise
- Cashflow planning
- Retirement planning
- Inheritance tax planning
- Investment advice
Qualifications
- Diploma in Regulated Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Nadia works from our office in central London and has clients in areas such as:
London new adviser locations
London new adviser map
- Stevenage
- Cheltenham
- Canterbury
- Worthing
- Southampton
- Swindon
- Oxford
- Norwich
- Nottingham
- Birmingham
- Peterborough
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Nadia's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Diploma qualified financial planner
- Highly commended for Rising Star at the Women in Financial Advice Awards 2023
- Featured contributor in Citywire
As featured in
Awards
Finalist for Rising Star (Advice) at the Women in Financial Advice Awards 2024
Finalist for Young Achiever of the Year at the Professional Adviser Awards 2024
Highly commended for Rising Star at the Women in Financial Advice Awards 2023
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.