0330 038 8942
Based in Newcastle-upon-Tyne
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Natalie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 February 2026
Natalie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
71
Recent Client Reviews
Natalie has received 71 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Natalie has received 71 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: 11 November 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.
5
Qualifications Uploaded
Natalie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Natalie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Natalie has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Natalie (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Natalie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Natalie (based on 10 first impressions)
Natalie’s career started in the City of London working as an investment banker specialising in derivatives. She transitioned into wealth management after returning to the North East in 2009 where she gained valuable experience as an investment manager at a global private bank giving investment advice to high net worth individuals. She prides herself on taking the time to really get to know her clients and provide quality financial advice. She educates and coaches clients to develop solid financial habits and good practices to get the best outcomes and to achieve their financial goals with confidence and structure. She is a Chartered Fellow of the Chartered Institute of Securities & Investments and joined St. James’s Place in September 2014. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 22/04/2025