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Nathan joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in May 2024.

His areas of expertise include investment advice for individuals and trusts, pensions and retirement planning, later life planning including care fees, estate planning and Inheritance Tax.

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Areas of expertise

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  • "The meeting was very informative and surprisingly enjoyable. I expected to find what you would say would go right over my head but I found your delivery and way of explaining things was helpful and not the least patronising."

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Professional information

  • Chartered Financial Planner – Advanced Diploma in Financial Planning (APFS)

  • Accredited by the Society of Later Life Advisers (SOLLA)

  • Fellow of the Personal Finance Society

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