0330 038 8941
Based in Ipswich
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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 January 2026
Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status
69
Recent Client Reviews
Nathan has received 69 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nathan has received 69 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: 15 December 2025
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)
Having worked in the financial services industry for over 26 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 spending time with my wife, 4 children and 3 grandchildren and watching football now that I have hung up my football boots, albeit I still play the odd charity match.
