Renowned Burnley solicitor dual qualifies as financial adviser and joins leading wealth firm

A Burnley solicitor will be making a strong case as financial adviser after taking up a full-time role in a wealth management firm.
Nick CassidyNick Cassidy
Nick Cassidy

Nick Cassidy has joined PH7 Wealth Management in a full-time capacity after joining the firm as a partner consultant earlier in the year.

Nick, a qualified solicitor for more 15 years, is a former partner and director at a number of Lancashire firms.

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He dual qualified as an independent financial advisor in 2019 and has been performing both roles since joining PH7 in February.

Paul Howarth, founder and director of the PH7 Group, said his appointment was a major coup for organisation.

“2020 is a year that no one will forget, I am sure. However, it has proved a bonus in that we have been able to strengthen the team.

"Initially Nick joined us and then Ben Leech from Farleys, who followed on a part time basis shortly afterwards. To have practicing solicitors want to be part of what we are doing at PH7 and bringing their experience and skill set, is a real compliment.

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"Adding to the strong corporate family we already have; it can only benefit our clients. Nick came to us fully qualified and after a bedding in period, we are delighted to award him his Certified Person Status.”

Nick added: “Once I discovered that PH7 had not only an established and respected wealth management arm, but a wellbeing centre and their mental health charity PH7 LIFE, I approached them. To be honest, it is one of the best decisions I have made.

"Crucially, Paul, the other financial advisors and the support team are knowledgeable, helpful and strive to provide an excellent service to their financial clients.

"That is, and of course has to be, at the heart of what they do. In addition to those strong foundations, the whole PH7 group, the wellbeing centre, and the mental health charity, has attracted successful genuine people from all different areas of business and walks of life.

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"It has been heart-warming to watch so many volunteers raise funds and come together to support the mental health of people in Lancashire. Only last weekend two fund raisers walked Pendle Hill for 24 hours and raised over £6,000. It is truly a very inspirational place to be working.

"I have been part of PH7 on a part time basis. I have now reduced my legal work to a limited number of cases and devoting more of my time to PH7, feels the right thing to do.”

PH7 have a wide client base across the UK and already Nick has been helping a variety of our clients with their financial needs.

Nick said: “Over the last few months, I have attended on a mix of people from those with a pension simply wanting to understand it better, to professional athletes and high wealth individuals wanting to make a detailed long term retirement plan.

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"As a team, we have worked with company directors in helping them make a retirement exit plan from their company, to advising solicitors, helping service their own clients. PH7 don’t have the typical client and the variety this provides has already been enjoyable.”

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