Experience
Nathan has been a qualified Financial Planner since 2011 and will be a Chartered Financial Planner by the end of 2022.
Expertise
Nathan provides bespoke holistic advice to individuals, business owners and corporates. He specialises in retirement planning, in particular pension amalgamation, implementing tax efficient income strategies and inheritance tax planning.
Nathan has experience with:
- Lifetime allowance planning
- SIPP/SSAS pensions investing in commercial property
- Final Salary/Defined Benefit pension transfers
- Investment portfolio construction
- Group pension schemes
Personal Interests
“In my spare time, I still attempt to play 11-aside football on weekends….injury permitting. I enjoy cooking and spending time with family. I do play the occasional game of chess with anyone who is bored enough to play”.
Nathan says
“I believe in creating bespoke financial plans that offer wealth creation, wealth protection and focuses on giving clients their ideal lifestyles”.