Nathan Waldron

Nathan Waldron

Evergreen Financial Planning LTD

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Stoke-on-Trent
View location

Top Rated 2025
Verified since: June, 2022

4.9 out of 5

62 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    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

    Verified reviews: 100%

    Nathan has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    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 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

    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

    Verified reviews: 100%

    Nathan has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    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 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).

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