Nathan Waldron
Evergreen Financial Planning LTD
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8942
Based in Stoke-on-Trent
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: June, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Nathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Nathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Nathan has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nathan has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
12
Qualifications Uploaded
Nathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Nathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Nathan has provided information on their typical fees
Nathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Nathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Nathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Nathan has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nathan has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
12
Qualifications Uploaded
Nathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Nathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Nathan has provided information on their typical fees
Nathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Who is Nathan? Nathan is a seasoned financial adviser with over 18 years of experience, holds a diploma in financial planning, and is currently studying towards Chartered Status. He’s the co-founder of Evergreen Financial Planning, a part of The Advice Partnership from M&G Wealth, and is dedicated to guiding you towards financial clarity and security. What does Nathan offer? Nathan specialises in making your financial goals achievable. Whether it's planning for retirement, investing wisely, or managing your estate, he offers tailored advice based on a thorough understanding of your unique financial situation. Nathan's approach is straightforward: he listens, understands, and then crafts a personalised plan that aligns with your aspirations. Why choose Nathan? Experience: 18+ years in the financial industry. Expertise: comprehensive knowledge across all key financial planning areas. Personalised Service: Bespoke advice that’s rigorously tailored to your needs. Trust: a commitment to offering sound, personal, and expert advice. Financial Education and Coaching: Nathan goes beyond traditional financial advice by incorporating financial education and coaching into his services. This approach empowers you to understand the 'why' and 'how' behind your financial decisions, ensuring you’re equipped with the knowledge to make informed choices for a secure future. Beyond Finance: Nathan believes in the importance of balance. He’s a family man, passionate about staying fit, and enjoys meeting new people. His commitment to being a role model to his children and his constant pursuit of learning and personal growth are at the core of his professional ethos. Your Next Step: If you’re looking for clear, personalised financial advice from someone who truly cares about your future, Nathan is ready to help. Discover how Evergreen Financial Planning can make a difference in your life today.
£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
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.