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...
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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...
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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.
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Articles related to Nick and his team
Chris Masley: Business protection for small businesses
Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration
Chris Masley: Guiding clients towards a secure future
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
Why now is a good time to review your retirement plan
Changes to the Pension Lifetime Allowance and Annual Allowance mean you can put more money into your pension without attracting a tax charge
Protecting your rights to your home in a divorce
A divorce could impact your financial interests in the home you share, which is why it's important to understand how to protect your rights
Nick Cohen’s 5 financial planning tips for business owners
Specialist financial planner Nick Cohen gives his top five tips on how business owners can make their future more financially secure
Nick Cohen: helping new generations benefit from having a financial plan
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
9 ways to reduce your Capital Gains Tax
Looking to reduce your Capital Gains Tax bill? Here are 9 ways you can cut your tax liability, keeping more of your money in your pocket
5 reasons why you need an Estate Plan
If you don't have an estate plan, the aftermath of your passing could come with costly and unwelcome consequences for your loved ones
Phased retirement: Starting a new business in retirement
More and more people are choosing to take a phased retirement, and many are using retirement as the opportunity to start-up a new business
How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?
Find out more about Nick and the Amber River Leodis Wealth team...
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