Nathan Hillyer

Enjoy the feel-good factor of a financial spring clean

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

My approach to advice is simple: put the client first, always. That means listening before recommending, explaining before acting, and building plans that reflect real lives - not just financial models.

I believe good financial planning should provide clarity and confidence, not complexity. My role is to help clients understand their options around pensions, investments and protection, make informed decisions, and stay on track as circumstances change. Advice isn’t a one-off event - it’s an ongoing relationship built on trust, transparency, and consistency over time.

Financial Adviser based in the RG41 area and serving clients across Wokingham, KT6, KT7 and KT10, with experience in financial services since 2014. I provide restricted advice through Quilter Financial Advisers, who are part of a FTSE 250 company, advising on pensions, investments and protection with a focus on long-term outcomes.

Since entering the profession, I’ve worked across restricted, independent, appointed representative and directly authorised firms. This breadth of experience has shaped a practical, client-focused approach to financial planning - one that values clarity, structure and long-term thinking. I hold the Level 4 Diploma in Regulated Financial Planning (CII) and place strong emphasis on doing the fundamentals well.

I’m particularly motivated by helping people make confident decisions with their finances, especially when those decisions feel complex or unfamiliar. I’m passionate about financial education and believe advice should empower clients to understand their plans, not just sign off on them.

Before starting my career, I rowed at a high level for many years and was a Henley Royal Regatta finalist. That experience instilled a competitive mindset and an appreciation for discipline, preparation and consistency - principles that translate directly into effective financial planning and long-term wealth building.

Outside of work, I enjoy training on Zwift, watching live sport, gaming, and spending quality time with my family. Building strong financial foundations for my own family reinforces why I care so deeply about helping others do the same - supporting clients in Wokingham, Surbiton, Thames Ditton, Kingston and surrounding areas as they plan for the future with confidence.