Chartered Financial Planner at Nelsons Solicitors Limited
Nathan Richardson
Chartered Financial Planner
Nathan joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in May 2024. His areas of expertise include investment advice for individuals and trusts, pensions and retirement planning, later life planning including care fees, estate planning and Inheritance Tax.
Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ
He is an experienced Chartered Financial Planner who is able to assist you
Practice Areas
Money & Tax
- Money & Tax 100%
3 Client Reviews
Overall experience
- Value For Money
- Approachability
About Nathan Richardson
Nathan joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in May 2024. His areas of expertise include investment advice for individuals and trusts, pensions and retirement planning, later life planning including care fees, estate planning and Inheritance Tax.
Languages Spoken: English
Contact Nathan Richardson
Resume
WORK EXPERIENCE
Title
Name
Duration
Chartered Financial Planner
Nelsons Solicitors Limited
?-present
Retirement planning
Retirement planning can be intimidating, particularly if you are unfamiliar with the options, process, terminology etc. Nathan and his team have been exemplary in terms of clear explanations of the opportunities and potential risks and opportunities and enacting the next steps in the agreed timescales. The ongoing updates and information flow engenders confidence that your financial future is in safe hands.
Lawyer named in this review: Nathan Richardson
Was this review helpful? Yes
Financial advice and support appropriate to my needs
Nathan has supported me to review my savings, pension and outgoings - has listened well; understood my needs (and opportunities); provided accessible explanations of financial terms etc enabling me to make decisions with confidence. He has also facilitated an introduction to a solicitor to update my pension and put in place power of attorney. He has has supported with practicalities where needed. His help and support much appreciated. Thank you.
Lawyer named in this review: Nathan Richardson
Was this review helpful? Yes
Clear advice and explanations
Nathan has helped me to plan my financial growth whilst keeping my money safe and accessible. His advice has always been clear and he has the patience to answer all questions and queries, no matter how basic they may be.
Lawyer named in this review: Nathan Richardson
Was this review helpful? Yes