Nick Rolf

Director of Private Clients

Nick is double-Chartered and heads up the Wealth Management team at IQ with more than 20 years’ experience working in financial services.

After graduating with an MSc in Finance from Durham University, he started his professional life in investment banking, working at Deutsche Bank and RBS in London, Singapore, and Hong Kong, where he developed a deep understanding of global equity markets. In 2012, he returned from Hong Kong to retrain as a financial planner before joining IQ.

Nick sits on the investment committee at IQ and serves as a board member where he is instrumental in helping to drive the business forward. He is passionate about helping his clients to achieve their financial goals.

He has a young family and spends most of his free time either surfing or water-skiing.

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Accreditations

CII Chartered Financial Planner

CISI Chartered Wealth Manager, MCSI

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Hear from Nick’s clients

“The approach to finance has been very personal - about what I care about most.”

“I have seen the work they’ve done for clients of mine, and the tangible results that they’ve achieved for them.”