0330 038 8939
Based in Ipswich
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status
Last checked: 08 April 2025
Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status
50
Recent Client Reviews
Nathan has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nathan has received 50 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Nathan has not yet added their qualifications to their profile
Qualifications not yet added
Nathan has not yet added their qualifications to their profile
Transparent Fees
Nathan has not yet added their fees to their profile
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Nathan has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nathan (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Nathan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nathan (based on 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status
Last checked: 08 April 2025
Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status
50
Recent Client Reviews
Nathan has received 50 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nathan has received 50 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Nathan has not yet added their qualifications to their profile
Qualifications not yet added
Nathan has not yet added their qualifications to their profile
Transparent Fees
Nathan has not yet added their fees to their profile
Fees not yet added
Nathan has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nathan (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Nathan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nathan (based on 5 first impressions)
Having worked in the financial services industry for 25 years, I have developed the skills and knowledge to provide advice on retirement planning, investments and protection. When I’m away from the office you’ll find me watching the mighty Ipswich Town Football Club!! I have been a financial adviser since 1999 having previous worked in insurance for a global company in Ipswich. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I have the full Diploma qualification. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My spare time tends to revolve around my family and watching football now that I have hung up my football boots, albeit I still play the odd charity match.
Offers available through VouchedFor
Contact Nathan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Nathan's clients
Based on responses provided by clients who have reviewed this adviser
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