Based in Leeds, North East
Nick Cohen
Development Director
Nick started out in Financial Services through a Graduate Scheme providing administration and analysis support to IFAs across the UK.
His advice career began working as an in-house adviser for a firm of chartered accountants offering financial advice to their clients. So Nick has developed a particular interest in helping business owners to plan and save for the future in the most tax efficient way.
Nick joined Leodis Wealth (now part of Amber River) in 2022 and is working towards Chartered Status which he hopes to achieve in 2023.
Find out more about Bryan and our Belfast team...
Nothing found.
Based in Belfast, Northern Ireland
Nick Cohen
Director
Bryan started advising clients in London in 1994 and has since then developed extensive knowledge of both advising and coaching private bankers and wealth managers all over the world.
Bryan has an interest in organisational culture both in business and in sport. He was asked to work with the Northern Ireland Football Team in 2014/15 and Leinster Rugby in 2017/18.
Find out more about Graham and our Belfast team...
Nothing found.
Home › Financial Planners › Nick Cohen
Based at
Position
Serving clients in
Yorkshire, North East
Nick Cohen
Financial Planner
His advice career began working as an in-house adviser for a firm of chartered accountants offering financial advice to their clients. So Nick has developed a particular interest in helping business owners to plan and save for the future in the most tax efficient way.
Nick joined Amber River Leodis Wealth in 2022 and is working towards Chartered Status which he hopes to achieve in 2023.
Expertise in
Talk to Nick, call Amber River today
Articles related to Nick and his team
Changes to the lifetime and annual pension allowances: What does it mean for you?
If your pension pot is on track to reach £1 million, find out how you could benefit from the removal of the Lifetime Allowance
What should I do with an inheritance received in my 60s?
Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.
Should you consolidate your pensions?
Pension consolidation simply means combining two or more pensions into a single pot. There are several reasons why this might be worthwhile
How does the 2023 Budget affect your pension and retirement planning?
The Spring Budget 2023 included several changes that impact pension savings – and how you take your pension when you retire
Will my children receive their inheritance if I remarry?
As you get older, you may need later-life care. One of the biggest questions is will you have to sell your home to pay for it or is there another way?
What’s the difference between UFPLS and flexible pension drawdown?
When you retire, it’s essential that you understand all your options. This article explains the difference between UFPLS and pension drawdown
A Brief Guide to Pension Drawdown
What is pension drawdown, and is it better than buying an annuity? Find out about the pros and cons before deciding what's best for you
What questions should I ask when choosing a financial adviser?
Only by providing open and honest answers will your financial planner be able to design a financial plan that helps you achieve your life goals
Do I need to sell my home to pay for my care?
As you get older, you may need later-life care. One of the biggest questions is will you have to sell your home to pay for it or is there another way?
How much do I need to retire?
The amount needed in retirement varies from person to person because we all have different goals and circumstances
Find out more about Nick and the Amber River Leodis Wealth team...
What our clients say
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.
