Our People, Your Partners in Financial Confidence
At Financial Initiatives, our advisers are the foundation of the trusted, independent advice we provide. Each member of our team is highly qualified, experienced, and committed to guiding clients with clarity, integrity, and professionalism. Together, we bring over 50 years of combined industry expertise to help you navigate complex financial decisions with confidence.
Our team works collaboratively to ensure that every client receives tailored advice rooted in a data led approach to planning. We pride ourselves on integrity, transparency, and measurable results, providing reassurance and guidance in an increasingly complex financial world.
Meet the Advisers
Gary Nash | Director
Chartered Financial Planner
BA(Hons) APFS
Gary brings over 16 years of financial planning experience and is qualified across a wide range of areas including retirement planning, investments, protection, later-life planning and Equity Release.
Jack Jennings | Director
Independent Financial Adviser
BA(Hons) DipPFS
Jack has more than 10 years of experience, specialising in pensions, retirement planning, investment advice, and protection. He is currently working towards Chartered Financial Planner status.
Nicholas Sanders
Independent Financial Adviser
BSc (Hons) DipPFS, Certs CII (MP & ER)
Nick has 5+ years of experience and focuses on pensions, investments, retirement planning, tax planning, protection, and equity release.
Kevin Gray
Associate
BSc (Hons) DipPFS
Kevin joined Financial Initiatives in 2026. He is a qualified adviser with 5 years of direct advisory experience and nearly 10 years in Financial Services. Kevin holds the Diploma in Financial Advice.
CONTACT KEVIN
Amy Wan
Practice Manager
Amy provides full support for our advisers as well as running the office day to day. She has been with Financial Initiatives since 2021 and is currently studying for the Diploma in Financial Advice.
CONTACT AMY
Expertise You Can Trust
Our senior advisers include Chartered Financial Planners and members of the Chartered Insurance Institute and the Personal Finance Society. This ensures that our advice is current, relevant, and grounded in professional standards. We combine technical knowledge with practical experience to provide solutions that are clear, achievable, and aligned with your goals.
A Team That Listens, Explains, and Acts with Your Best Interests at Heart
We believe that effective advice starts with understanding you. Our team takes the time to listen to your priorities, explain options in accessible terms, and guide you through decisions. Whether your focus is retirement planning, investment strategy, tax optimisation, or protection, our advisers act with a measured, evidence-based approach—always prioritising your long-term prosperity.
Our Approach to Collaboration
We work collaboratively both within our team and with other trusted professionals—accountants, lawyers, or estate planners—so that you receive coherent, holistic financial advice. By combining expertise and communication, we ensure your plan is clear, practical, and resilient to change.
Your Plan
Clarity around your financial challenges
Your Plan reflects the most common financial questions clients bring to us — from retirement readiness to managing complexity and planning for later life. By understanding your situation, we help connect your goals to the right advice with confidence.