Nic Dilasser
BA (Hons)
Nic joined the Financial Services industry in January 1991, and became a founding Partner of J. Rothschild Assurance in January 1992, which went on to become St. James's Place, where he is now a Managing Partner.
About
Over the years Nic has built trusted adviser relationships with a number of families, each of whom delegate the day to day responsibility of running their financial lives to Nic and his dedicated team.
As a reflection of this level of service, our clients are exclusively gained through personal introduction and recommendation.
Nic is married to Rodgoneh, and has two children, Cameron and Nicole, to keep him on his toes. He is a keen runner and cyclist, and for his sins he is a passionate follower of Leeds United Football Club. He is also actively involved with the St. James's Place Charitable Foundation and regularly completes marathons, bike rides and mountain treks to raise much needed funds for various charities.
Testimonials
...We felt that we had no real plans for our future finances beyond mortgage and some pensions...I feel now that we are going to have a plan and know where our finances are going in the future and what is feasible. Nic is able to draw out what you want in the future and how to get there in...
…Creates a personal bond which in turn creates an element of trust...Our general financial state of affairs have historically been very functional and uninteresting whereas within Nic's Private Client practice there seems to be more creativity and personal attention. The relationship wit...
…frees up my mind, both for work and other more interesting things...I knew that I needed advice on how I ought to be investing and managing my finances – I now spend much less time thinking about them, which frees up my mind both for work and other more interesting things. I also appr...
…pulling life goals and financial planning together...I did find the initial planning process which I shared with Michelle very helpful in pulling life goals and financial planning together. I found the process stimulating and it was from there that we have built the relationship. Nic is...
...We are a lot more organised now and I have peace of mind...Nic is very approachable and honest. He is intelligent and competent – and has the ability to make sophisticated complex jargon into something that is easy to understand and simple for anybody – a very good attribute to have...
His network has also been hugely helpful...Nic has access to a great range of products and services and we always have a good discussion with Nic about what to do. His network of accountancy advisors, tax optimisers, insurance, will* writers etc has also been hugely helpful. Nic has total integri...
Nic seems very straightforward and direct. He gives advice but also takes on board our wishes in terms of how our finances are managed etc.. We trust him implicitly and feel confident that he is doing the right thing for us.
…enabling me and my family to live the life we want to lead...I was aware that I had not been making the most of my income. I had enjoyed some good earnings but didn't know what to do with them. Nic was recommended to me by a friend and he has been a supremely efficient provider of finan...
I have grown increasingly confident over time...One of the key drivers to becoming a client of was the holistic approach and life planning. My finances are now done in a more professional and coordinated way than before – and I work in the industry and so have a pretty good idea. It has freed m...
...The process does give us a sense of relief...We were made aware of Nic through a personal recommendation. The appeal to us was the approach of looking at all aspects of our finances. We find the process very useful, at the very least it acts as a catalyst to force (!) us to look properl...
...I have more family time...Once I had decided to involve Nic, the organisation of my financial affairs improved considerably…along with the comfort of feeling I am more in control. Nic's practice appealed because of the service involved and the backing of St. James's Place. Nic is an a...
...It's great to have someone to bounce ideas off…We have known Nic for a number of years through St. James's Place and like his style, attitude and value his experience and judgement. He is first class! We trust him to give us advice that is right for us based on a long-term partnership...
...My initial confidence was confirmed over subsequent years...I have been a client of Nic's and St. James's Place for some 12 years. My initial reaction to Nic was what a relief it was to meet someone in the industry who listened and who had excellent product knowledge. I found Nic in a d...
...I have a better understanding…I felt reasonably in control of my finances, at least from a short term perspective, but recognised that I needed to do something around pensions. I was recommended to Nic by a friend who also worked at Deloittes (Touche Ross at the time). For me the two ...
...My future financial security is assured...The personal service, and the tailor-made approach that Nic Dilasser offers, gives me the security that my future financial well-being is in good hands. With the forward planning advice that Nic has given me, my future financial security is assu...
…always listens to ever changing situations…It was very good for me that I did meet Nic, particularly as I chose to leave a relatively well-paid job to start my own business (less well paid). These investments I made with Nic are still invested, making my lifestyle easier as I know I h...
&%3Blt%3Bb&%3Bgt%3B...I have never looked elsewhere, and have never had any complications – always does what it says on the tin!...&%3Blt%3B/b&%3Bgt%3BI am utterly undisciplined so anything I can be persuaded to be constructive about is a good thing! Nic will undoubt...
…has let us decide in our own time…We knew Nic socially and he and his wife had always said he would help us out if we needed advice. We knew we had a lump sum to live on but did not know if this could be managed for life. We now feel confident of our goals and how to take steps to ach...
...Before I was more ‘reactionary'; After I became more ‘long-term focused'...I didn't really look for an adviser, although it was in the back of my mind. I then met Nic and got to understand the general set-up at St. James's Place – it took us a bit of time to get going, in part bec...
…we have a plan and know where our finances are going...My finances were in order, but with little forward planning. I have been a client of Nic's for more than 10 years. Going through the process has helped me think about what I want to do in the future and helped me plan for that. Nic ...
...We felt that we had no real plans for our future finances beyond mortgage and some pensions...I feel now that we are going to have a plan and know where our finances are going in the future and what is feasible. Nic is able to draw out what you want in the future and how to get there in...
…Creates a personal bond which in turn creates an element of trust...Our general financial state of affairs have historically been very functional and uninteresting whereas within Nic's Private Client practice there seems to be more creativity and personal attention. The relationship wit...
…frees up my mind, both for work and other more interesting things...I knew that I needed advice on how I ought to be investing and managing my finances – I now spend much less time thinking about them, which frees up my mind both for work and other more interesting things. I also appr...
…pulling life goals and financial planning together...I did find the initial planning process which I shared with Michelle very helpful in pulling life goals and financial planning together. I found the process stimulating and it was from there that we have built the relationship. Nic is...
...We are a lot more organised now and I have peace of mind...Nic is very approachable and honest. He is intelligent and competent – and has the ability to make sophisticated complex jargon into something that is easy to understand and simple for anybody – a very good attribute to have...
His network has also been hugely helpful...Nic has access to a great range of products and services and we always have a good discussion with Nic about what to do. His network of accountancy advisors, tax optimisers, insurance, will* writers etc has also been hugely helpful. Nic has total integri...
Nic seems very straightforward and direct. He gives advice but also takes on board our wishes in terms of how our finances are managed etc.. We trust him implicitly and feel confident that he is doing the right thing for us.
…enabling me and my family to live the life we want to lead...I was aware that I had not been making the most of my income. I had enjoyed some good earnings but didn't know what to do with them. Nic was recommended to me by a friend and he has been a supremely efficient provider of finan...
I have grown increasingly confident over time...One of the key drivers to becoming a client of was the holistic approach and life planning. My finances are now done in a more professional and coordinated way than before – and I work in the industry and so have a pretty good idea. It has freed m...
...The process does give us a sense of relief...We were made aware of Nic through a personal recommendation. The appeal to us was the approach of looking at all aspects of our finances. We find the process very useful, at the very least it acts as a catalyst to force (!) us to look properl...
...I have more family time...Once I had decided to involve Nic, the organisation of my financial affairs improved considerably…along with the comfort of feeling I am more in control. Nic's practice appealed because of the service involved and the backing of St. James's Place. Nic is an a...
...It's great to have someone to bounce ideas off…We have known Nic for a number of years through St. James's Place and like his style, attitude and value his experience and judgement. He is first class! We trust him to give us advice that is right for us based on a long-term partnership...
...My initial confidence was confirmed over subsequent years...I have been a client of Nic's and St. James's Place for some 12 years. My initial reaction to Nic was what a relief it was to meet someone in the industry who listened and who had excellent product knowledge. I found Nic in a d...
...I have a better understanding…I felt reasonably in control of my finances, at least from a short term perspective, but recognised that I needed to do something around pensions. I was recommended to Nic by a friend who also worked at Deloittes (Touche Ross at the time). For me the two ...
...My future financial security is assured...The personal service, and the tailor-made approach that Nic Dilasser offers, gives me the security that my future financial well-being is in good hands. With the forward planning advice that Nic has given me, my future financial security is assu...
…always listens to ever changing situations…It was very good for me that I did meet Nic, particularly as I chose to leave a relatively well-paid job to start my own business (less well paid). These investments I made with Nic are still invested, making my lifestyle easier as I know I h...
&%3Blt%3Bb&%3Bgt%3B...I have never looked elsewhere, and have never had any complications – always does what it says on the tin!...&%3Blt%3B/b&%3Bgt%3BI am utterly undisciplined so anything I can be persuaded to be constructive about is a good thing! Nic will undoubt...
…has let us decide in our own time…We knew Nic socially and he and his wife had always said he would help us out if we needed advice. We knew we had a lump sum to live on but did not know if this could be managed for life. We now feel confident of our goals and how to take steps to ach...
...Before I was more ‘reactionary'; After I became more ‘long-term focused'...I didn't really look for an adviser, although it was in the back of my mind. I then met Nic and got to understand the general set-up at St. James's Place – it took us a bit of time to get going, in part bec...
…we have a plan and know where our finances are going...My finances were in order, but with little forward planning. I have been a client of Nic's for more than 10 years. Going through the process has helped me think about what I want to do in the future and helped me plan for that. Nic ...
...We felt that we had no real plans for our future finances beyond mortgage and some pensions...I feel now that we are going to have a plan and know where our finances are going in the future and what is feasible. Nic is able to draw out what you want in the future and how to get there in...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
