We appreciate being part of a team that is making a difference so that our clients enjoy the experience of working with us.
We believe that work should be fun, fulfilling and exciting.
Outside of the office you might find us taking part in many diverse activities such as competing in Ironman triathlons, watching football, golfing, involved in dance competitions, gardening or visiting heritage sites to name a few!
“Most clients I meet want to feel in control of their lives and I see my role as empowering them to make smart decisions about their money. Financial Planning is not just about having all the answers, it’s about asking the right questions.
The strongest client relationships are built on trust, mutual respect, and really listening to each other. These are the kind of relationships that are enjoyable and can last a lifetime.”
Nick is the founder and financial planner at Ivanhoe Financial Planning. With over 15 years of industry experience he has gained extensive knowledge during that time working directly with private individuals, business owners, trusts as well as charities. His role is to work with clients to organise their finances so they have the best chance of meeting their goals.
By working with Nick you can be confident that you will benefit from your financial affairs being organised into a sensible long-term plan with regular, structured progress meetings to keep you on track and to make sure your plan continues to meet its objectives.
Nick is happily married to Amy, and they have a young daughter Lily. Away from the business, he enjoys Ironman triathlon and running (27 marathons and counting) watching Sheffield Wednesday, walking his Patterdale Terrier Lola, and spending time with family and friends.
“I see a lot of parallels between the discipline it takes to compete as a professional sportsman to ‘live the dream’, and that needed to create the financial future you desire. Both require a sound strategy, tangible goals and a real focus on what’s important.
I’m enjoying making a contribution to our clients in achieving their aspirations however big or small. It’s a great feeling knowing the work I do every day makes a difference.”
Lawrence has been with Ivanhoe Financial Planning from day one as he transitions into a new career outside of professional sport. He works closely alongside Nick performing several of the tasks to develop and deliver Financial Plans for our clients. He is expanding his financial knowledge further by working towards his Diploma in Financial Planning with the Chartered Institute of Insurers, passing every exam to date with flying colours!
A 3 x Arab Triathlon Champion, he had been a professional triathlete since 2010 with his career culminating in 2016 in Rio de Janeiro when he became only the 2nd Arab triathlete in history to compete at an Olympic Games.
Aside from business and sport, Lawrence is a self-confessed foodie and loves to travel – something that triathlon allowed him to do for most of his adult life. He has recently married Sophia and following his retirement from professional Triathlon he has well and truly caught the golf bug.
“In terms of the nuts and bolts of my role, my main focus is on working with our local communities and hosting our business and client events.
I enjoy my job because no two days are ever the same. We have a real diverse range of clients and I love connecting with them and understanding how we can help them.”
Sarah has been an integral part of Ivanhoe Financial Planning since the practice was launched. With over 22 years’ experience in Banking, Accountancy and Financial Services, she is heavily involved in continuing to grow and develop Ivanhoe Financial Planning Ltd.
She is responsible for helping Nick to develop the businesses’ brand and marketing strategy, to strengthen relationships with existing clients as well as managing our digital presence.
Sarah is happily married to Brian and they have a teenage daughter Emma. Outside of work the family are Birmingham City Football fans and attend matches together regularly. Sarah regularly plays netball for 2 teams locally and enjoys spending time with family and friends when she is not attending dance competitions and events at weekends with Emma.
“I’ve always taken a lot of pleasure in helping others to succeed in achieving their goals. On a day to day basis there is a sense that we are making a positive impact on people’s lives, and that’s really rewarding to me.
I can honestly say Ivanhoe Financial Planning genuinely care about their client community and the staff. Every day is challenging and at times can be high pressured but we always find time to smile and laugh.”
Kristy joined the team in January 2019 and acts as a main point of contact for clients, dealing with ongoing requests and queries as well as being responsible for the overall office administration at Ivanhoe Financial Planning.
She works closely with both Nick and Lawrence in the support of servicing clients and also assists Sarah with co-ordinating events.
With a background in banking and customer service management she possesses not only exceptional client service skills but probably the cheeriest disposition you’ll ever come across.
Kristy is happily married to Jack, and they have two young children James and Tessa. Away from work they enjoy family trips around the country visiting heritage sites. Kristy is also green fingered finding gardening very relaxing and rewarding, something again the whole family gets involved with and enjoys.
We’d love to hear from you
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or call Now: 01530 886358
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Ivanhoe Financial Planning Ltd is a limited company registered in England & Wales (10977287) at Lonsdale House, High Street, Lutterworth, England, LE17 4AD
© 2020 Ivanhoe Financial Planning Ltd