A financial services degree from Bournemouth University provided Nathan with the perfect launch pad for his career in financial planning.
Entering the IFA industry in 2000, Nathan then achieved the status of Chartered Financial Planner at the end of 2007. Ever since then he’s put his expert knowledge of pensions, investments and tax planning to use by providing first-rate financial planning.
Along with being an accredited later life adviser (SOLLA) he also achieved the designations of Fellow of the Personal Financial Society and Member of the Securities and Investment Institute.
How he works
Nathan puts a strong investment process at the heart of his approach, providing tailored solutions to an individual’s investment, pension and tax planning needs. His particular forte is helping family businesses to navigate the complex issues that arise with succession planning.
Who he works for
Nathan has a wide and diverse client base. As a testimony to his reliable and effective methods, he has built this base predominately through client referrals. So whether you’re planning for the future, already enjoying your retirement or anywhere in-between, Nathan can provide a bespoke service based on your current needs.
One last thing
Nathan lives in Deal, Kent with his wife Hannah and daughter Martha where they enjoy walking along the coast with their Chocolate Labrador, Rupert.