About Nathan

Nathan has 25 years’ of experience in financial services, with 20 spent in the independent financial advice sector. Areas of expertise include retirement planning, tax planning, creating bespoke portfolios and utilising cashflow modelling to help clients illustrate their current and future position. He’s also a member of the Metis Investment Committee, which meets regularly to discuss investment strategies and determine how we can add the most value for our clients.

Nathan is married with three children. He likes to travel in his spare time and enjoys running and watching/playing football.

Advice on Tax Planning is not regulated by the Financial Conduct Authority