Toby Nutley, DipPFS

Toby joined us in 2021, when we expanded our Financial Planning Team. He works closely with Greg Thompson, focusing on providing holistic Financial Planning to their clients, combining the latest technology with traditional values.

Toby has a great love of history and studied Archaeology at University College London, before endeavouring on a career in Finance. After getting his degree, Toby joined HSBC where he obtained his Diploma in Regulated Financial Planning and developed a passion for all things finance. At the start of his career, Toby worked with high net worth clients recommending relevant wealth products to fit their needs.

After getting married and having his daughter, Toby decided that he wanted to escape the ‘rat race’ of the daily London commute, and moved to a Financial Planning outside of the City, before moving to Ewing Associates in 2021.

When working with new clients, Toby takes his time to understand their financial goals, what motivates them and plans they have for their future. This is essential in order to design a recommendation tailored to the client’s immediate needs, and a foundation for their ongoing financial portfolio.

Toby’s stance with his clients is to build long term relationships where the holistic approach he gives to their Financial Planning can be tailored throughout the various stages of the client’s life. He integrates Cashflow Modelling into his recommendations to help clients monitor their progress towards their goals. This allows their financial plan to be modified in good time to stay on track where required.