Get to know Nathan
Nathan has been a financial planner since 1999, having previously worked in insurance for a global company in Ipswich. With more than 26 years of experience in the financial services profession, he has developed the skills and knowledge to provide advice on retirement planning, investments, Inheritance Tax planning, and protection.
His client base is very diverse, ranging from young professionals just starting their financial planning journey to older clients completing theirs. Nathan believes it is both a privilege and a responsibility to be entrusted with clients’ private affairs, hopes, and concerns. He feels that being a good planner requires not only a solid foundation of technical knowledge but, more importantly, the ability to listen and understand what truly matters to each client.
Outside of work, Nathan’s spare time revolves around his family and watching football. Although he has hung up his football boots, he still enjoys taking part in the occasional charity match.
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
In the spotlight
Hawksmoor
Qualifications