Nikki Pearman

Client Team Manager

Nikki began her career in financial services in 2000 with a small firm of Independent Financial Advisers in Leicester offering a bespoke service to their investment clients. In 2004, she moved to another firm of Independent Financial Advisers as a Life & Pensions Administrator dealing with all aspects of Wealth Management and in 2011, Nikki moved into the Self-Managed Pensions department looking after a portfolio of SSAS and SIPP clients. In 2014, Nikki joined Westerby The Pension Specialist as a Pensions Administrator initially looking after SIPP clients. Nikki is now involved in looking after a portfolio of SIPP / SSAS clients and is a Client Team Manager in our administration team.

Nikki has achieved the Financial Planning Certificate and since joining Westerby has been awarded the Certificate in Life & Pensions. Nikki is now working towards the Diploma in Financial Planning.