Nathan Searle, Chartered Financial Planner
(2)
(2)
I am a Chartered Financial Planner with over 20 years experience.
I can be contacted on nathan.hawkinsthomas at sjpp.co.uk
The Financial Planning includes:
Trusts and Inheritance Tax Mitigation
Pensions and retirement.
Investments, ISAs
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2 customer reviews
Jo and Rebecca
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
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 More...
What do you love most about your job?
Helping clients achieve financial peace of mind and get the most from life.
What inspired you to start your own business?
I wanted to offer truly personalised financial planning
Why should our clients choose you?
As a Chartered Financial Planner I work to the highest standards.
Can you provide your services online or remotely? If so, please add details.
Yes I can offer remote service via zoom, teams, skype or over the phone
What changes have you made to keep your customers safe from Covid-19?
Remote working and socially distant meetings. Most documents can be completed electronically
Financial Planning
Full financial planning to organise your life financially and help you on your way to financial freedom- or confirm you already have financial freedom!
Pension & Retirement Planning
I have over 20 years experience in pensions and retirement arena, as part of the planning process we can appraise all of your pensions and run through all of your retirement options.
Savings & Investment Advice
I provide advice on the various options for saving and investing. Typically this will involve trying to increase your returns and reduce the amount of tax you pay.
Inheritance Tax Planning
I provide full Inheritance Tax (IHT) planning and as part of this process will identify any IHT liability FREE of charge and produce a FREE report on possible ways to reduce your liability.
The methods used include Trust Planning and using various IHT reliefs.
Protection /Insurance
Provision of protection to ensure you and your family/loved ones don't suffer financially in the event of:
-Death
-Disability
-Unemployment
