Nathan Trowbridge CFP – Independent Financial Planner in Doncaster

Nathan Trowbridge CFP

Certified Financial Planner | Investment Committee Member

Nathan believes in true lifestyle planning for his clients, ensuring plans suit their personal circumstances both now and in the future. As a Certified Financial Planner within Thomas Heald, he spends most of his time as a recommended adviser for a number of well established professional introducers, such as accountants and solicitor practices, as well as providing a high level of service to his private clients.

Nathan has worked within the financial Services Sector since 1998. Currently based in Doncaster, Nathan advises a wide range of clients from across the South Yorkshire region and further afield.

“My aim is create a relaxed environment to allow my clients to make important financial decisions with confidence. No matter how complex the case may be, I endeavour to present my advice in a clear and concise manner, always ensuring my clients’ understanding.”

“Providing the best service for my clients is a given, that is why I continue to embrace my personal development, and plan to continue to studying to become a Chartered financial planner in the near future, as I feel my clients deserve it.”

“When not working, most of my spare time is taken up with my wife, two young sons and daughter.  Family life is very important, so most weekends will entail swimming, walking and bike riding. If by chance I do get some time to myself, I love to put my running trainers on, and get out into the great outdoors.”

Qualifications

MCSI – Member of the Chartered Institute of Securities and Investment (CISI)
CFP™ – Certified Financial Planner (CISI)
CF8 – Long-Term Care (CII)
MAQ – Mortgage Advice Qualification (CII)

Client Feedback

The whole exercise in bringing my several pensions together in one portfolio has been very positive. Nathan helped me realise that I should do some of the things I have always wanted to do but had been putting off, for example a trip to South Africa or going to a medieval history summer school in Cambridge. Knowing that there were sufficient funds to do these things and that my husband and the boys will still be secure, has made a huge difference to me.

Mrs. W
LINCOLN

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