Senior Partner Practice of St. James's Place Wealth Management
Nathan has worked within Financial Services for over 20 years. He spent many successful years with a major life office and in 2019 was invited to join
St. James’s Place Wealth Management.
Nathan is a Fellow of the Personal Finance Society (FPFS). Fellowship, held by more than 5,000 working practitioners is the highest level of qualification. Attainment is globally recognised as an indicator of expertise and experience. He is also a Chartered Financial Planner, accredited by the Chartered Insurance Institute (CII).
Nathan covers the Lancashire and Cumbria counties and is able to advise clients in all areas of Financial Planning. Areas of specialism include:
Estate Planning and Inheritance Tax Mitigation
Individual and Group Pension Planning
Business Continuity and Succession Planning
Wealth Creation and Management
Financial Protection against Death, Serious Illness and Long Term Incapacity
Nathan’s strength lies in his ability to build and nurture long lasting trusted relationships with Clients and Professionals alike. Financial Planning can often be seen as a somewhat complex area, however Nathan enjoys working with clients to help them prioritise their financial objectives, achieve their long term financial goals and assist them in understanding exactly what they have in place and why.
Away from work, Nathan enjoys family life with Rachel, and their two children, Jessica and Jaden. They are soon to welcome a new addition to their family, a Hungarian Vizsla named Floyd who I’m sure will keep them all busy!
If you feel you would benefit from a discussion about your own financial circumstances please do not hesitate to contact Nathan.
The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Illingworth Seddon Chartered Financial Planners is a trading name of Illingworth Seddon Limited. Illingworth Seddon Limited is registered in England and Wales, Number 09202147. Registered Office: The Old Mill, Old Mill Place, Tattenhall, Cheshire, CH3 9RJ, England.