New Investment Director Appointed At Nelsons

Nathan Richardson Nelsons

Experienced Chartered Financial Planner, Nathan Richardson, has joined Nelsons as an Investment Director within our expert Investment Management team.

Nathan has joined our Nottingham office from wealth managers, Brewin Dolphin, where he started in 2013, progressing through the ranks to become Assistant Director for more than four years.

Before this, he was part of the Turner Insurance Group where he started as an Apprentice Administrator, working up to Financial Advisor.

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.

Nathan said:

“Having started my career in a smaller firm, and then moving to working on high value cases, I had a steep learning curve. However, this has enabled me to progress and enhance my skills, as well as experiencing different roles within financial planning and wealth management.

“I was attracted to Nelsons for its workplace culture that allows all voices to be heard. Having spent many years working with law firms, it is interesting to see how it works from the inside and where there are transferable relationships.

“There is a great blend of expertise within the team and the experience that I’ve gained through my career will hopefully complement this and strengthen the depth of the services we offer. I am also keen to make a difference to my clients in the areas they need support, something which is echoed in Nelsons’ values.

“Everyone has been really welcoming and I am looking forward to working with the team and supporting those who are looking to develop. I am also hoping to help build the presence in Leicester.”

Nathan carries an accreditation with the Society of Later Life Advisors (SOLLA), a consumer group supporting this area of financial planning. Nathan added:

“I find it to be a rewarding part of the work I do, and something that I have spent time focusing on.”

“Heading into later life or supporting a family member can be an overwhelming or stressful time, so it is important that support and guidance are available, not just from a financial perspective but also a holistic one.”

Zoe Till, Partner and head of our Investment Management team, said:

“We are so pleased to welcome Nathan to Nelsons, helping to bolster our financial planning team. He has impressive knowledge and skills and brings a real understanding for client care and will be a real asset to the department.

“I look forward to seeing how he will contribute to driving the growth of the team and Nelsons as a whole.”

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