Nathan provides bespoke Financial Planning Advice for individuals, families & businesses, with the ethos that financial planning should enable you to maximise your enjoyment of life, but without financial worry.

As well as having a degree in Economics, Nathan is a Chartered Financial Planner and Fellow of the Personal Finance Society and has specialist qualifications in pension planning, tax planning and trusts* and investment planning. He has been in financial services for over 20 years, having worked for several FTSE 100 companies along with SIPP & SSAS providers, specialising in pensions for Directors and business owners. Nathan also offers comprehensive planning to maximise your intergenerational wealth by using Trusts and mitigating Inheritance Tax.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.

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