Nick O’Shea

Director & Chartered Financial Planner

Professionally

Based in our Canterbury office, Nick brings over 37 years of experience in financial services, having spent the majority of his career at Pharon IFA, where he previously held the position of Managing Director. His extensive experience and knowledge have given him a deep understanding of the financial planning landscape, particularly when it comes to complex financial planning matters.

Highly qualified and dedicated to his profession, Nick is passionate about providing advice that is tailored to the individual needs, circumstances and aspirations of each client. He takes the time to understand what matters most to his clients, helping them make informed financial decisions with confidence.

Driven, focused and determined to achieve his goals, Nick brings the same commitment to his clients. His approach is centred around building trusted, long-term relationships and delivering thoughtful financial planning strategies designed to help clients achieve their financial objectives.

Nick was drawn to financial advice through his desire to help people achieve their financial goals and make the most of their financial opportunities. After 37 years at Pharon IFA, he is now bringing his considerable experience and expertise to Craven Street Wealth.

Nick is excited to contribute to a firm with such depth of knowledge and expertise, while continuing to provide clients with the high-quality, personalised financial planning advice they deserve.

Specialisms

  • Chartered and Pension Transfer Specialist, Technical Financial Planner matters.

Personally

Competitive and committed, Nick is someone who enjoys setting himself a goal and doing everything he can to achieve it. Outside of work, Nick leads an active and varied life. At weekends, you are most likely to find him running or cycling in an event somewhere, always with a challenge to work towards. Family is at the heart of Nick’s life, and in his spare time he enjoys spending time with them, as well as travelling, going to the theatre and reading. When it comes to holidays, his favourite destination is quite simply anywhere that includes his family.

Nick in the spotlight

Favourite Holiday Destination:
Anywhere that includes my family!
Charity
I have been involved with many charities including as a Trustee. At present, I still assist and support various charities professionally.
My proudest accomplishment is
Professionally achieving Chartered Status. Personally beating 20 year old personal bests at the age of 53!
London regional office:
Craven Street Wealth
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Kent Regional Office:
Lawrence House
Summer Hill
Harbledown
Canterbury
Kent
CT2 8GT
Sussex regional office:
Craven Street Wealth
Freedom Works: The Courtyard
30 Worthing Road
Horsham
RH12 1SL
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

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    Craven Street Wealth
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