Local solicitor dual qualifies as a financial adviser and joins Lancashire wealth firm

By PH7 Wellbeing

03 Nov 2020

PH7 Wealth Management is delighted to announce a that Nick Cassidy, a partner consultant at PH7 since February 2020, has now moved to a full-time role within the PH7 Group.

Nick has been a qualified solicitor for over 15 years and is a former partner and director at local Lancashire firms. Nick dual qualified as an independent financial advisor in 2019 and has been performing both roles since joining PH7 in February 2020.

Paul Howarth, founder and director of The PH7 Group, said: "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. 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 said: "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.

"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 £6000. 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.”

In 2020 PH7 Wealth Management are believed to have become the first UK company to offer mental health support to all of their clients, as part of their financial packages. This meant that any client who took our advice surrounding insurance, pensions, or investments with us also gained a free private mental health care policy for themselves and their household. Health and Wealth go hand in hand. Each PH7 Wealth client is entitled to unlimited face to face counselling, emergency help lines and online tutorials to combat mental illness.

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

As Nick explained, “For example, 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. 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.”Working with both corporate and individual clients, PH7 offer independent financial advice on financial matters including retirement planning and investments. Recommending suitable financial products from the whole market.

If you would like to discuss your Wealth requirements with Nick, or any of the PH7 Team:

01282 479930 – [email protected][email protected] – www.ph7wm.co.uk

Enjoyed this? Read more from PH7 Wellbeing

Latest news

1

Management buyout at Suresite Group Steve Holden

Management buyout at Suresite Group

17 Oct 2025

2

Meet the influencers who have generated £2m sales for one company Helen and Richard Chalu new

Meet the influencers who have generated £2m sales for one company

16 Oct 2025

3

WHN strengthens position in prestigious legal guide Daniel Long

WHN strengthens position in prestigious legal guide

16 Oct 2025

4

Warden appoints new commercial manager to strengthen project delivery and growth Peter Heskine

Warden appoints new commercial manager to strengthen project delivery and growth

16 Oct 2025

5

Stockley's finds its sweet spot Stockley's front view

Stockley's finds its sweet spot

15 Oct 2025

Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
CMI Level 5 Management and Leadership Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Management and Leadership Course

Preston Campus, Preston , PR1 2HE

09:00 - 17:00

CMI Level 5 Project Management Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Project Management Course

Preston Campus, Preston, PR1 2HE

08:00 - 17:00

Help to grow management course
Help to grow - barriers to growth.png.png
LBV Hub Seminars
26 Sep 2025 - 16 Dec 2025

Help to grow management course

Preston Campus , Preston , PR1 2HE

09:00 - 15:00

Women scaling up Blackpool Fylde and Wyre
LBV Hub Seminars
22 Oct 2025 - 09 Jan 2026

Women scaling up Blackpool Fylde and Wyre

The Small Business Academy, Blackpool, FY4 5JX

09:30 - 15:30

HR Essentials for pubs, bars and licensed venues
EventBrite NORi - 22nd Oct Webinar.png.png
LBV Hub Webinar
22 Oct 2025 - 22 Oct 2025

HR Essentials for pubs, bars and licensed venues

Online - Teams, Leyland, PR253XH

13:30 - 15:00

RISE - Lancashire's unique leadership programme for women
thumbnail_Emma Weston Illustration WENDY BOWERS RISE Illustrstion.jpg.jpg
LBV Hub Seminars
22 Oct 2025 - 18 Mar 2026

RISE - Lancashire's unique leadership programme for women

East Lancashire Chamber of Commerce, Clayton le Moors, BB5 5JR

09:30 - 15:30

North West Business Expo 2025
https---cdn.evbuc.com-images-880456273-4862066883-1-original.20241022-105445.jpeg.jpg
LBV Hub Exhibitions
24 Oct 2025 - 24 Oct 2025

North West Business Expo 2025

Bolton Stadium Hotel, Bolton, BL6 6SF

09:00 - 15:00

Chamber Business Lunch – October
LBV Hub Networking
24 Oct 2025 - 24 Sep 2025

Chamber Business Lunch – October

Lancaster Golf Club, Lancaster, LA2 0AJ

11:00 - 13:30

Lancaster District Business Support Expo
Lancs-cham-logo.jpg.jpg
LBV Hub Networking
29 Oct 2025 - 29 Oct 2025

Lancaster District Business Support Expo

The Platform, Morecambe, LA4 4DB

10:00 - 15:00

Chamber Breakfast Networking – November
Lancs-cham-logo.jpg.jpg
LBV Hub Networking
06 Nov 2025 - 06 Nov 2025

Chamber Breakfast Networking – November

Porsche Centre South Lakes, Carnforth, LA6 1FW

08:30 - 10:30

Lancashire Police business update with The Police and Crime Commissioner
Lancs-cham-logo.jpg.jpg
LBV Hub Roundtables
10 Nov 2025 - 10 Nov 2025

Lancashire Police business update with The Police and Crime Commissioner

Lancaster Castle, Lancaster, LA1 1YN

14:00 - 16:00

Beyond the Brand: Building trust through values and integrity
1.png.png
LBV Hub Networking
11 Nov 2025 - 11 Nov 2025

Beyond the Brand: Building trust through values and integrity

Society1, Coworking Space, Preston, PR1 3LT

18:00 - 20:00

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more LBV124 Online Graphic
Subscribe now

Weekly news bulletin