Nick Connelly
Director
Perks Private Wealth
Intro
Meet Nick
Nick works with high-net worth individuals and their families, who are seeking clear, well-considered financial advice grounded in a holistic understanding of their circumstances. With nearly two decades of experience in financial planning, including long‑standing tenure at Perks Private Wealth, he supports clients in making strategic, structural and investment decisions that address today’s needs while building toward long‑term success.
Clients value Nick’s calm, analytical approach and his ability to bring clarity to complex financial and investment decisions. By taking the time to understand each client’s full financial position, he delivers strategic advice that is practical, disciplined and designed to stand the test of time.
Leadership & Contribution
Nick oversees the Perks Investment Research function and plays an influential role as Director and Head of the Perks Investment Committee. In this capacity, he helps shape how Perks invests for our clients, applying rigorous analysis, deep market insight and a forward‑thinking approach to evaluating opportunities. Through leveraging his industry relationships, Nick also oversees access to exclusive and institutional‑grade investment opportunities, enabling clients to benefit from opportunities typically unavailable to private investors.