Nathan Trowbridge CFP – Independent Financial Planner in Doncaster

Nathan Trowbridge CFP

Certified Financial Planner | Investment Committee Member

For many years, the whole focus of the financial services industry has been to create products to be sold to the public, which would in turn generate commissions and profits. This ‘traditional’ model was not geared towards helping people to get the most out of life.

I knew I could do better for my clients, so I started to think differently…

Nathan is a big proponent of lifestyle financial planning. This means that his aim is to inspire you to start living the life you want, by providing you with the clarity and confidence to pursue your goals without the fear of running out of money.

What’s your story? Download Nathan’s brochure to learn more…

Nathan has worked within the financial services sector since 1998. As a Certified Financial Planner at Thomas Heald Ltd, he spends most of his time as a recommended adviser for several well-established professional partners, such as accountancy and solicitors’ practices, as well as providing a high level of service to his private clients.

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

We really understand now why you took so much time finding out about our lives and what we want to do with the time that we have left. Your approach to financial planning was a different world away from my previous experiences. I only wish that I had done these things earlier, but time went by so quickly and I was too busy working on my business, when I could have utilised my business more. I also wish that I had someone to provide me with true financial planning earlier, as this service has changed our lives for the better.

Mr. Kan
SLEAFORD


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