Financial Planner

Originally from Oxford, Nikita emigrated to the US during his final years of high school. He then went on to live in Australia and Canada before returning to the UK to pursue a career in financial services.

Nikita began his career at a legacy accounting firm specialising in UK tax before moving to the Big Four where his focus moved to US/UK taxation. While working in multiple countries he has been exposed to a variety of industries and benefitted from the ability to build extensive networks and long-lasting relationships.

Nikita enjoys travelling, fitness and a variety of sports. He is a dedicated Manchester United fan and also supports all Minnesota based teams.

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Professional Qualifications & Memberships

International certificate in Wealth & Investment Management – Chartered Institute of Securities & Investments (CISI) | London, UK | Ongoing study

Canadian Investment Funds Certificate (CIFC) – Canadian Securities Institute | Alberta, Canada | April 2016 – April 2017

Contact info


  • US & UK tax knowledge
  • Financial planning

“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet