Nathan Smith

Nathan Smith

Mattioli Woods

Minimum savings/pensions: Over £250,000

Minimum mortgage: Any amount

0116 448 9290
Based in Leicester
View location
Top Rated 2025
Verified since: August, 2023
4.8 out of 5

46 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 May 2025

    Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Nathan has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 07 February 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.

  • Qualifications Uploaded

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  • Transparent Fees

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  • 4

    Positive 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 4 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 May 2025

    Nathan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nathan's status

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Nathan has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 07 February 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Nathan has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Nathan has not yet added their fees to their profile

  • 4

    Positive 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 4 first impressions)

I joined Mattioli Woods in 2013 straight from college where I was fortunate enough to have met Ian Mattioli. I was a student governor of the college when Ian was a governor. Starting with the company in a support role, I worked my way up to the position of Senior Client Relationship Manager gaining valuable experience through working in various teams specialising in pensions, financial planning, property, and various investment transactions. Throughout this journey, I realised the value of authentic financial advice and being able to empathise and support our clients through the various stages of their lives. Helping others with their financial needs, regardless of their knowledge and experiences, is incredibly important to me. I am able to help them create a strategy that sets them on the right path to achieving their financial goals. That support will then continue and extend to their family providing peace of mind and comfort. Having a strategy in place has certainly benefited some of my clients in helping with their mental health too. Supporting people who perhaps put pensions, investments, inheritance tax planning etc. in the ‘too hard’ basket is what I do best. In my spare time, I am now Chairman of the board at the college where I studied and I enjoy spending time with my grandad (a star of my LinkedIn posts), family and friends.

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

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Adviser Disclaimer

Mattioli Woods is authorised and regulated by the Financial Conduct Authority (FCA).