“Elderly clients who may have lost a spouse or are dealing with later life medical issues really need help with planning. When you do provide that help you see an immediate difference to their lives. It is very rewarding.”
- Locations
- Nottingham
Nathan joined RBC Brewin Dolphin in 2013 and is a Chartered Financial Planner. He provides financial planning advice to private individuals and their families, helping them to achieve their wide-ranging financial goals. This includes helping with growing their savings, passing on their wealth efficiently through gifting and inheritance tax, and planning for retirement.
He has specialist expertise in advising older clients and their families who either need help with long-term care fee funding now or are likely to in the future.
Nathan began his financial services career in 2003 as an Apprentice at Turner Insurance Group. He progressed to the role of Financial Adviser before joining RBC Brewin Dolphin as a Senior Paraplanner. He became an Assistant Director in 2020. He has his Society of Later Life Advisers Accreditation (SOLLA).