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Contact Nathan Searle, Chartered Financial Planner

Nathan Searle, Chartered Financial Planner

Posting for 5+ years

Nathan Searle, Chartered Financial Planner

Nathan Searle, Chartered Financial Planner avatar
Nathan Searle, Chartered Financial Planner
5.0
(2 reviews)
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Overview

  • Operates in United Kingdom
  • Posting since 2020

Portfolio

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Services

Financial Advisors
Wills and Estate Planning
Business Financial Planning
Health Insurance
Inheritance Tax Planning
Insurers
Investment Advisors
Key Person Insurance

Description

I am a Chartered Financial Planner with over 20 years experience.

If you would like to work with me or have questions I can be contacted on: zero seven seven two seven one four seven nine three two, or nathan.hawkinsthomas at sjpp.co.uk.

The Financial Planning includes:
Trusts and Inheritance Tax Mitigation
Pensions and retirement.
Investments, ISAs
Pro active tax planning
Life Insurance.
The planning I provide will:
- Give you peace of mind
- Organise you financially
- Fund the lifestyle you want
- Confirm whether and when you can afford to retire!
- Secure your financial future
- Help to reduce the tax you pay

The advice areas include:
- Pension and Retirement Advice.
- Investment & Savings Advice.
- Inheritance Tax Mitigation, including Trust planning
- Life Insurance and Protection.

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Reviews (2)

Please note: any reviews provided by our partner, Bark are not managed or verified by Gumtree.

5.0out of 5
2 reviews
Jo and Rebecca
7 April 2021
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We were looking to replace our existing adviser and selected Nathan to look sfter our financial and affairs and planning. We are extremely happy with the planning put in place ans also the amount of tax saved!

Roy
9 February 2021
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I selected Nathan to carry our a full review of my financial situation and haven't been disappointed. He is professional, knowledgable and friendly. He is Chartered which also gave me reassurance I needed to begin with. I now have a plan in place and have saved thousands in tax

Q&As

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Other services offered

Financial Planning

Pension & Retirement Planning

Savings & Investment Advice

Services