Mission Statement

Our Mission Statement

Findlay Nicolson's purview focuses on enabling our clients to accumulate new wealth and to protect and/or generate meaningful income from existing capital. We aim to accomplish this task while adhering to the highest standards of transparency, being bound by a strict code of ethics and never sacrificing our integrity.

We try to nurture client/advisor relationships that endure because it is only by demonstrating our commitment to advancing your interests that we can truly become a trusted advisor.

Our Investment Process

The adherence to discipline we demonstrate in our research and our risk management is mirrored in the manner in which we approach the numerous steps we take long before you engage us as one of your trusted advisers. As the old adage states, "a failure to plan is a plan to fail" and nowhere is this proven as vividly and as often as it is in matters of investment.

You & Your Needs
We start by gaining a deep understanding of your personal circumstances and financial aspirations
Addressing Your Priorities
Maintaining lifestyle choices as we plan to realize future objectives
Constructing the Plan
Creating a vision of your future detailing milestone achievements
Assessing Risk
Managing risk in line with
your pre-defined tolerance

Become Our Client

Just as the proverbial thousand-mile journey begins with a single step, the path to lifelong prosperity begins with making a single decision. Today's financial world with its complexities and rapidly changing perspectives means that simply doing nothing is actually a far riskier proposition than taking a sensible, professionally-guided approach.

Findlay Nicolson is such a professional and, with our help, you can be sure that, whatever the future brings, your finances will never be an impediment.