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Nathan Edwards

Financial Planning Consultant, DipPFS

A little bit about Nathan

I strongly believe great financial advice starts with understanding your “why.” I support individuals, families, and businesses at every stage of their financial journey, combining technical expertise with empathy and integrity. I make complex financial matters clear and actionable, so you can make confident decisions. I aim to be a trustworthy guide, shaping my advice around what matters most to you, and helping you feel informed, confident, and supported every step of the way.  

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited. April 2026.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

I became a financial advisor because I genuinely enjoy helping people feel more confident and in control of their financial future. My background as a teacher taught me the value of patience, clarity, and explaining complicated topics in a way anyone can understand. I bring that same approach to financial planning, focusing on your personal goals, motivations, and aspirations rather than just numbers on a page.
I work with individuals, families, and businesses at all stages of their financial journey, from building wealth and protecting assets to planning for major life events. I aim to make the process simple, clear, and supportive, so you feel informed and empowered to make decisions that reflect what matters most to you.

Outside of work, I am very family-orientated and love spending time with my wife and two young sons. I am a coach at my local men’s rugby team and enjoy watching a variety of other sports. I enjoy keeping myself active, socialising with friends and travelling to new places.
I value balance and bring the same care and attentiveness to my personal life as I do to helping my clients.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 23 July 2025.