Financial Planning Consultant DipPFS in Wokingham
I am a Financial Adviser based in the RG41 and KT7 areas, working in financial services since 2014. I don’t pretend to have seen everything, but I’ve seen enough to know that good financial planning doesn’t need to be complicated. I work with Quilter Financial Advisers, part of a FTSE 250 company, advising on pensions, investments and protection - clear plans, sensible decisions, and advice designed to hold up over time.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Wokingham and Kingston upon Thames
RG41
United Kingdom
Nathan is based in Wokingham and offers expert financial advice to suit your needs.
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
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.
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 13 August 2025.
