
Based in Belfast, Northern Ireland
Nick Wardle
Development Director
Nick has more than 20 years experience in financial services and has been Chartered since 2019. Having worked for some of the biggest companies in the UK financial services sector, Nick saw the value in building long term relationships with clients and believes the best way to do this is to be able to provide Independent Financial Advice.
Nick has been with Leodis Wealth (now part of Amber River) since August 2020, when he joined as a Chartered Financial Adviser, and has recently been appointed as Head of Financial Planning. As well as providing advice to new and existing clients, Nick is responsible for the Financial Planning proposition at Leodis Wealth, as well as the management of the planning team.
Find out more about Bryan and our Belfast team...
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Based in Belfast, Northern Ireland
Nick Wardle
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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Home › Financial Planners › Nick Wardle


Based at
Position
Serving clients in
Yorkshire, North East
Nick Wardle
Head of Financial Planning, Chartered Financial Planner
Nick has been with Amber River Leodis Wealth since August 2020, when he joined as a Chartered Financial Adviser, and was appointed as Head of Financial Planning in 2022. As well as providing advice to new and existing clients, Nick is responsible for the Financial Planning proposition at Amber River Leodis Wealth, as well as the management of the planning team.
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Phased retirement: Starting a new business in retirement
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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?
12 May 2023
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
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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.
4 May 2023
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
11 April 2023
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
6 April 2023
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?
5 April 2023
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
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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
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What questions should I ask when choosing a financial adviser?
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Find out more about Nick and the Amber River Leodis Wealth team...
Our Amber River Leodis Wealth team has been offering financial planning advice to clients in Leeds and across the North of England for over 20 years.
What our clients say
DS
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.DS
LW
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.LW
Mrs J & Mr TB
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.Mrs J & Mr TB
Madeline
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you. Madeline
S Hughson
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
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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.