At work
Accreditations
Qualifications
At home
What one aim or life goal do you one day hope to achieve?
What three things are guaranteed to make your day better?
Is there something interesting or unusual that people might be surprised to learn about you?
Nathan has worked in Financial Services since 2006, working for several specialist estate planning product providers and holds the STEP Certificate for Financial Services - Trusts and Estate Planning.
He left his position as Head of Intermediary Relations at an insurance company based in the city to pursue a career closer to home. Having worked with financial advisers for some time, Nathan decided to become an adviser himself and joined the practice in 2019.
As a financial planner, Nathan’s role is to help people plan for, achieve and protect the things that are important to them during their lifetime. He achieves that by helping them to understand their current financial situation, establish their long-term goals and aspirations, and design a plan to help them be achieved whilst protecting those they leave behind should the unexpected happen.
“After years of working in a business-to-business environment, I really enjoy being on the front line, having a direct impact on people’s lives and making a difference.”
Nathan was keen to immerse himself in the local business community and is involved in regular networking events as well as offering a weekly financial planning surgery in his local high street.
STEP Certificate for Financial Services - Trusts and Estate Planning.
STEP is the worldwide professional association for those advising families across generations.
Full Members of STEP (TEPs) are considered among the most experienced and senior practitioners in the field of trusts and estates. STEP membership is considered a mark of excellence and STEPs high professional standards are recognised internationally.
STEP members have a broad range of professional backgrounds, and include accountants, lawyers, trust specialists and other similar practitioners who work in trusts
and estates.
Diploma in Financial Planning (DipPFS)
R01 Regulation and Ethics
R02 Investment Principles and Risk
R03 Personal Taxation
R04 Pensions and Retirement Planning
R05 Financial Protection
R06 Financial Planning Practice
Outside of work, Nathan has a young family which keeps him busy and when he’s not supporting his children at the side of a football pitch or riding school, he enjoys keeping active himself by cycling and running.
I want to run a marathon; I was training for the Brighton one a few years ago but had to pull out due to an injury.
My daughter making me laugh, watching my son scoring a goal and a night out with my wife to look forward to.
I have climbed several mountains including Kilimanjaro in Africa and Cotopaxi in South America, one of the world’s highest active volcanoes.
