For when you want your money to grow efficiently while managing risk, and secure your future with confidence.
Investment Planning
wealth building & management
It’s common to think that financial planning is simply about achieving the highest possible returns. In practice, the strongest and most enduring strategies are those shaped around a person’s circumstances, ambitions and long-term direction.
Rather than beginning with products or performance, we begin with your story.
We look at what is most important to you, what you are aiming to achieve, and how comfortable you are with uncertainty and market fluctuations. For some people, investing is a path toward lasting financial freedom. For others, it’s about maintaining choice and flexibility, or laying foundations for future generations.
An Individual, Values-Driven Investment Philosophy
what this entails at ng wealth
This approach helps reduce emotional decision-making and supports long-term consistency
The value of investments can decrease as well as increase, and historic results should not be relied upon as an indicator of what lies ahead. My responsibility is not to forecast markets, but to guide you in making well-considered decisions that are measured, purposeful and aligned with your wider objectives.
A core part of my philosophy is avoiding speculation and short-term noise. Investment planning should be grounded in evidence, diversification and discipline rather than predictions or trends.
It’s not about trying to beat the market, but about creating a strategy that works with your goals and your behaviour
London, January 2026
Anca Pintillie
I have the pleasure of working with Nina as my financial adviser and I can confidently say she is prompt, highly knowledgeable, and incredibly patient. She is genuinely passionate about what she does and consistently goes the extra mile.
Yorkshire, February 2026
Rajat Desikan
Nina is empathetic, punctual, articulate, pragmatic, tech-savvy, and really positive overall. I have a sense of peace knowing that my financial planning is in good hands with her, and I'm looking forward to what the future holds.
London, May 2025
Sir Stuart Atha
I was not convinced I needed a financial adviser in this era of ChatGPT and Google. Nina has proven me wrong. Not only does she provide me with tailored and expert advice, but she delivers it simply and with empathy.
Book your free introductory call: We start with a relaxed conversation to understand your circumstances, priorities, and goals.
Week 1
Introduction & Conversation
We have an easy, streamlined approach to every plan
how it works
Bespoke research: I carry out tailored market research, presenting you with carefully selected options from trusted providers. Everything is explained clearly so you can make confident, informed decisions.
Week 2
Research & Recommendations
Decide the right path together: We review the options and, based on our discussion, you decide whether to proceed with my recommendations.
Weeks 3-4
Choosing Your Path
Put your investments in place: Once you’re happy, I take care of the setup and paperwork, ensuring everything is handled smoothly, so you can move forward with confidence knowing your plan is in place and working for you.
Weeks 4-5
Implementation & Peace of Mind
How will my investments be managed over time?
Your investments won’t be left untouched. I’ll ensure they remain aligned with your goals and keep you updated, making adjustments where needed as your circumstances or the market changes.
I carry out tailored research and recommend suitable options based on your personal circumstances and goals. Everything is explained clearly, so you can feel confident in the decisions you make.
How do I know which investments are right for me?
This depends on your goals, time horizon, and attitude to risk. I’ll ensure you have completed my full attitude to risk questionnaire and guide you through this and recommend a strategy that balances potential returns with a level of risk you’re comfortable with.
What level of risk should I take?
You don’t need a large lump sum to get started. Many clients begin with a manageable monthly contribution, and we can build your plan around what’s comfortable for you.
