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NWD Wealth Management

Financial planning built around you

Objective-based financial planning built around your life, your goals, and your future. We take the time to understand what matters – and build relationships that last
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How we work
Clients trust us with their financial future
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Assets under our advice
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About Söderberg & Partners Financial Planning

At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.

By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.

As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.

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About Söderberg & Partners Group

Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.

For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.

* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.

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About us

Relationship builders - for over forty years and counting

At NWD Wealth Management, we believe that people deal with people first – and everything else follows from there. With over four decades of experience and a close-knit team of eight, we have built our practice on genuine relationships, personal trust, and a commitment to being there for our clients through every chapter of life. Now, as part of the Söderberg & Partners Financial Planning partnership, we bring the same personal, people-first approach with the strength and innovation of a forward-thinking partner behind us.
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Who we help

Advice designed around your life

Everyone’s financial situation is different. Whether you are planning for your family, building a business, or preparing for the future, our advice is designed to help you make informed decisions with confidence. We take the time to understand your circumstances and provide clear, long-term financial planning tailored to your goals.

Individuals & Families
Professionals & High Earners
Business Owners

Individuals & Families

A clear plan for your family’s future

Life is busy, and finances can easily become scattered. We help you bring everything together into one clear plan – so you can see where you stand and build towards the things that matter most.
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Professionals & High Earners

Make the most of what you earn

When your income grows, so does the complexity. We help you cut through the noise, keep more of what you earn, and build long-term wealth with a strategy that fits your career and lifestyle.
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Business Owners

Protect your business and your life
Your personal and business finances are deeply connected. We help you plan for both – from rewarding yourself tax-efficiently to protecting the business against the unexpected.
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our services

Financial planning built for you

Effective financial planning begins with expert advice. We examine your entire financial landscape – goals, responsibilities, and ambitions – to develop a personalised strategy that fits your needs. Whether you’re building wealth, growing a business, or preparing for retirement, we guide you towards approaches that support your objectives.

Our capabilities span retirement, investments, protection, and more, with tax planning integrated into every recommendation to maximise allowances and ensure your arrangements align with your broader goals – all within a plan designed just for you.

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The advice journey

Six steps of your journey to Clarity

Our structured process ensure nothing is left to chance. Every step is designed to give you confidence transparency and a plan that truly works.

30 Min - no obligation

01

Initial Conversation

We begin by learning about your story, values, and goals. In our first complimentary meeting, your adviser will discuss your financial and life objectives, whether you’re planning for retirement, building wealth, protecting loved ones, or preparing for future generations. This conversation sets the foundation for tailored advice.

You can share as much as you like. Your adviser will outline how your information informs our recommendations, ensuring our guidance aligns with your priorities.

Our discussions will include

  • Clear understanding of your objectives
  • Overview of our process and fees
  • Confirmation to proceed to the following stage
60–90 min · In depth

02

Discovery & Analysis

After we’ve discussed your goals, we’ll thoroughly review your finances – covering your income, expenses, assets, and debts. Investing carries a certain level of risk, so your adviser will help determine both your comfort with risk and the degree you can realistically take on. This ensures that all suggestions are tailored to fit your financial situation, resources, and aims.

What will this include

  • Complete financial snapshot
  • Attitude to risk assessment
  • Cashflow modelling inputs
Behind the scenes

03

Research & Strategy

Our team carries out comprehensive market studies, product evaluations, and financial analyses. We rigorously test various scenarios, simulate multiple outcomes, and determine which strategy aligns best with your situation. Your adviser will then assess your current setup – including costs, performance, guarantees, and suitability – to ensure it meets your needs. If maintaining your existing arrangements is the most advantageous choice, they will communicate that clearly.

What will this entail

  • Product & market comparison
  • Tax impact analysis
60 min · Face to face

04

Recommendation

After the research is completed, your adviser prepares a comprehensive Suitability Report. This document outlines their recommendations in detail, explains the rationale behind them, highlights any associated risks, and provides a full breakdown of costs. You will have all pertinent information available prior to making your decision.

What you'll receive

  • Full suitability report Detailed cashflow projections
  • Detailed cashflow projections (where required)
  • Clear cost disclosure (Step-by-step implementation plan
We manage everything

05

Implementation

Should you choose to proceed, your adviser and their team will oversee all aspects of the process – including applications, transfers, identity verification, and product setup. You are not required to manage paperwork or interact directly with providers. Throughout each stage, your adviser will maintain consistent communication, ensuring you remain informed about your application’s progress and upcoming steps.

What you'll receive

  • Application processing & tracking
  • Fund selection & allocation
  • Policy documentation & confirmations
Annual + whenever you need us

06

Ongoing partnership

Your financial plan is designed to be flexible, just like our partnership with you. We keep a close watch on your portfolio, check your goals every year, and adjust your strategy as your circumstances change. You’ll always have someone available to help when you need it. Because life, markets, and tax laws are constantly evolving, our ongoing advice service ensures your adviser reviews your plan annually and offers continuous support – details follow below.

Your ongoing support will include

  • Annual review meeting
  • Update of your current circumstances
  • Assessment of whether you’re on track to meet your objectives
  • Suitability of your current plan

Our team

Meet the people behind your plan

An experienced team of advisers and professionals dedicated to your financial wellbeing.

What our clients say

Where do I start when summarising Olesya Potorti’s qualities? A great communicator who can distil a wealth of knowledge about a world that is quite alien to me. Olesya Potorti has been with me as I have navigated bereavement and inheritance and made an equally daunting leap from salaried employee to ‘retired on own means’. She brings humanity to the cold hard world of finance with her considered and empathetic advice. As efficient and organised as she is patient and supportive; her clear explanations covering plans for the ‘now’ and those for my future have taken the fear out of financial planning and my own inheritance issues.
Elizabeth J
I have been working with Joe for the last 5/6 years and I cannot fault his professionalism and guidance. It is always great to catch up when we do and I feel that I can completely trust him and he has given me some very good sound advice over this time. It is also nice to speak with someone who has a great sense of humour too!! I cannot recommend him highly enough!
Sonia G
Nikki is an absolute pleasure to deal with. She takes time to understand your circumstances and is careful to recommend products that fit individual requirements at a level of risk with which you feel comfortable. I found her not only to be knowledgeable and extremely thorough but also engaging, totally professional and always willing to go that extra mile. I would have no hesitation in recommending her.
Sheila B
Nikki has a wonderful ability to turn what could otherwise be a very daunting exercise into something that is manageable, easy to understand, and most importantly relevant to my own personal circumstances, needs and goals. Whilst I have found other advisers intimidating in their use of jargon and hard-sell tactics, Nikki is refreshingly easy to deal with and I trust her to give me pragmatic, non-pressurised and unbiased advice. She is also sensitive to my time constraints and demands as a working mum which is important to me. I would recommend her to anyone.
Amber L

Insights & commentary

Thinking that matters

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About us

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Who we help

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Our vision & values

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Our services

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Advice journey

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Insights

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Resources

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Contact

Contact

0203 916 5621
info@nwdwm.com

Nigel Wilson-Dykes

Principal and Chartered Financial Planner

Nigel is a Chartered Financial Planner with over 40 years’ experience, having begun his career in 1985 and joined the Rothschild Partnership in 1999. He has led NWD Wealth Management ever since, now operating through NWDWM Ltd, established in 2026.

Nigel specialises in intergenerational wealth transfer, investment and retirement planning, tax mitigation and long-term care needs. He builds long-term relationships, drawing on his experience, calmness and patience to guide clients through complex, often emotional decisions.

Outside of work, Nigel enjoys time with family and friends, playing golf, and good food alongside a fine single malt whisky.

Joseph Davies

Chartered Financial Planner

Joe joined NWD Wealth Management in 2014 after studying Accounting with Finance at Portsmouth University, moving from admin into advising in 2018. He is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning and the Award in Long-Term Care Insurance.

Specialising in retirement planning, Joe provides holistic advice across investments, protection and estate planning. He believes good planning is about more than percentages and spreadsheets and takes real satisfaction in giving his clients genuine peace of mind regarding their finances.

Joe is married with two young sons, Louie and Johnnie. A keen golfer with a handicap of 12, his favourite course is Royal Portrush in Northern Ireland.

Nikki London

Senior Financial Planner

Nikki has over 12 years’ experience as a financial adviser, including seven with NWD Wealth Management, and holds the Diploma in Financial Planning (DipPFS). She previously spent a decade as an Operations and Television Production Manager.

Nikki provides bespoke, jargon-free advice across investment, retirement and estate planning, tax-efficient strategies and protection. Shaped by her own experience as a mother, she has a particular focus on empowering women to feel confident in their financial future.

Family sits at the heart of everything Nikki does. Outside of work she enjoys tennis, an annual skiing holiday, kayaking, and can often be found at the stables supporting her daughter’s love of horses.

Olesya Potorti

Senior Financial Planner

Olesya joined Nigel’s practice as a Practice Manager 18 years ago, progressing through paraplanning before qualifying as a Financial Planner via the SJP Financial Adviser Academy in 2017. She is working towards Chartered status, having recently been promoted to Senior Financial Planner.

Olesya puts clients at the centre of everything she does, thriving on complex cases and tight deadlines while keeping communication clear throughout.

Outside of work, Olesya’s time revolves around her Italian husband and energetic eight-year-old son, with whom she plays everything from tennis to ping pong. A keen cook, she loves Sunday lunches out and summers on Italy’s Abruzzo coast.

Nikita Shapranov

Financial Paraplanner

Nikita joined NWD Wealth Management in November 2017, having first met Nigel at a golf club during his university days. A graduate of Kingston University, he is originally from Russia and has called the UK home since 2010.

As Financial Paraplanner, Nikita believes advisers are only as good as the back-office team supporting them, and focuses on eliminating friction through smooth platform migrations and meticulous accuracy. He is working towards becoming a qualified adviser, having passed his CII R01, R02 and R04 exams.

Outside of the office, Nikita’s time centres on his wife and four-year-old daughter, with whom he loves to travel. He can usually be found at the gym, playing guitar, or relaxing with friends.

James McMahon

Practice Development Lead

James brings over 14 years of sales and marketing experience across the publishing and SaaS sectors to NWD Wealth Management. Following a relocation from Somerset, he moved into financial services, joining the firm in May 2025.

As Practice Development Lead, James is working towards the CII Diploma in Regulated Financial Planning while focusing on marketing and new client acquisition, helping every new client feel welcomed from their first contact.

Outside of the office, James is a proud father to two boys. Originally from South Africa, he brings a lifelong passion for rugby, a love of cooking, and an appreciation for good wine.

Katherine Papaevangelou

Administrator

Katherine joined NWD Wealth Management in January 2023, having previously spent seven years at St. James’s Place working on mortgage business. She holds a BA in War Studies from King’s College London and is CeMAP qualified.

Katherine provides dedicated administrative and paraplanning support to Joseph Davies, preparing review documents and liaising with providers to keep the back-office running smoothly for every client.

Outside of work, Katherine is married with four-year-old twin girls, born in July 2022. She loves travelling – especially back home to Greece – good food with family, country walks and cycling.