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

Morecambe shortlisted in National Visa Awards celebrating the UK’s thriving towns David Waddington and John O'Neill

Morecambe shortlisted in National Visa Awards celebrating the UK’s thriving towns

04 Jul 2025

2

County council sets out 'areas of focus for 2025-26 in document Coun Stephen Atkinson

County council sets out 'areas of focus for 2025-26 in document

04 Jul 2025

3

Warden Construction completes project to help Preston school double pupil numbers Warden Construction completes project to help Preston school double pupil numbers

Warden Construction completes project to help Preston school double pupil numbers

04 Jul 2025

4

Grant Thornton advises RJ Power Networks on sale to Ipsum Jamie Roberts

Grant Thornton advises RJ Power Networks on sale to Ipsum

04 Jul 2025

5

College principal resigns Karen Buchanan

College principal resigns

04 Jul 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
LBV123 July/August Launch Event
Lancashire Business View magazine launch
Networking
16 Jul 2025

LBV123 July/August Launch Event

Burnley

08:30 - 10:30

Lancashire Built Environment Conference 2025
BEC 315 X 315 Px
Networking
25 Sep 2025

Lancashire Built Environment Conference 2025

Blackpool Football Club, Blackpool, FY1 6HX

08:30 - 13:00

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

Tri-Site Survey Equipment Showcase
unnamed (2).jpg.jpg
LBV Hub Seminars
09 Jul 2025 - 09 Jul 2025

Tri-Site Survey Equipment Showcase

Crow Wood Hotel, Burnley, BB12 0RT

09:30 - 16:00

Blackburn Cathedral hosts Champagne and Diamonds Event with Ainsworth Jewellers
Champagne-Jewellery 10 07 25_page-0001.jpg.jpg
LBV Hub Awards
10 Jul 2025 - 10 Jul 2025

Blackburn Cathedral hosts Champagne and Diamonds Event with Ainsworth Jewellers

Blackburn Cathedral, Blackburn, BB1 5AA

18:00 - 20:30

Choose Chorley for Business - Talent Reimagined Business Breakfast
talentreimaginedbb.png.png
LBV Hub Seminars
10 Jul 2025 - 10 Jul 2025

Choose Chorley for Business - Talent Reimagined Business Breakfast

Strawberry Fields Digital Hub, Chorley, PR71PS

08:00 - 10:30

Shaping Preston's future by remembering its past
1750160034867.png.png
LBV Hub Networking
16 Jul 2025 - 16 Jul 2025

Shaping Preston's future by remembering its past

Society1, Coworking Space, Preston, PR1 3LT

18:00 - 20:30

Chamber Summer BBQ
LBV Hub Social
17 Jul 2025 - 17 Jul 2025

Chamber Summer BBQ

The Borough, Dalton Square, Lancaster, LA1 1PP

17:30 - 20:00

Preston Tech Connection: Web3 is Dead. Or is It?
July Longer Banner.jpg.jpg
LBV Hub Networking
29 Jul 2025 - 29 Jul 2025

Preston Tech Connection: Web3 is Dead. Or is It?

Society1, Coworking Space, Preston, PR1 3LT

18:00 - 19:30

Preston Freelancer Meet-Up: July
Longer July Banner.jpg.jpg
LBV Hub Networking
31 Jul 2025 - 31 Jul 2025

Preston Freelancer Meet-Up: July

Society1, Coworking Space, Preston, PR1 3LT

10:00 - 11:30

Cumbria Business Expo 2025
https---cdn.evbuc.com-images-880461633-4862066883-1-original.20241022-110415.jpeg.jpg
LBV Hub Exhibitions
19 Sep 2025 - 19 Sep 2025

Cumbria Business Expo 2025

Carlisle Racecourse, Carlisle, CA2 4TS

09:00 - 15:00

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 LBV122 Online Graphic
Subscribe now

Weekly news bulletin