Nicola Fort

Chartered Financial Adviser

Chartered Fellow Adviser, Level 6 PCIAM

York, North Yorkshire

Nicola Fort

In work

Nicola is known for being approachable and making financial planning feel simple, personal, and easy to understand. She takes the time to get to know each client properly, tailoring her advice to what genuinely matters to them and explaining everything in a clear, friendly way.

Her focus is on building long-term relationships based on trust, and she has worked in financial services since 2001, joining TNS in 2025.

Where Nicola is based

York, North Yorkshire

Nicola is based in York and regularly meets clients across North Yorkshire and the surrounding areas. She also looks after clients throughout the UK and can meet in your home or by video call, depending on what suits you best.

Outside of work

Outside of work, Nicola loves music — especially soul and dance — and enjoys anything that gets her moving. She also does occasional TV extra work, which lets her meet new people and try something creative.

Nicola in the spotlight

A fun fact about you...

I do occasional TV extra work — something fun and different that lets me meet new people and try something creative.

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What Our Clients Say

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Review for Leo Neal

Manchester · April 2026

What were the circumstances that caused you to initially look for an adviser?

I was looking for a Financial advisor and Leo was recommended to me by a family friend.

How has Leo Neal helped you?

Leo has helped me in many aspects regarding investments and planning for the future.

Have you seen the outcome you were hoping for?

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What could they have done better?

Not sure they could.

Review for Leo Neal

Cheshire · April 2026

What were the circumstances that caused you to initially look for an adviser?

Making sure we were ready for retirement.

How has Leo Neal helped you?

Leo's knowledge has been invaluable, helping us plan for retirement, always willing to help with advice and to look into things.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing! Leo is very knowledgeable and professional, making sure you understand everything.

Review for Leo Neal

Lancashire · April 2026

What were the circumstances that caused you to initially look for an adviser?

We were moved over to Leo due to staff changes.

How has Leo Neal helped you?

Improved our pensions and outlined other issues that we need to address e.g. Wills etc.

Have you seen the outcome you were hoping for?

Yes.

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