“We were introduced to Nathan for some much needed advice in reviewing an inherited offshore trust. Nathan diligently worked with us and incorporated specialist tax advice to find a solution that worked for the whole family. Subsequently we have worked with Nathan to put in place a comprehensive financial plan that has given us great peace of mind over our finances.”
Non-Domiciled Client, London
“Nathan and his team have been very efficient in helping me and my family organise and consolidate a number of investment accounts. Nathan is always thoughtful in his consideration of our individual circumstances, resulting in valued guidance and advice.”
Private Client, Sunderland
“We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives.”
Sustainable Investors, Surrey
As Partners Wealth Management’s Head of International, I am one of the few independent advisors in the UK with the experience and knowledge to advise clients with international and multi-jurisdictional needs. I was named in the 2019 PAM Top 40 under 40, and am recognised by peers, colleagues and fellow private client professionals as one of the leading experts in advising clients with multi-jurisdictional considerations.
Before joining Partners Wealth Management in 2015, I started my career with Merrill Lynch and Julius Baer. From the outset, I worked on developing my knowledge and expertise in working with non-domiciled individuals, including US tax payers, complimenting my UK financial advice qualifications with the specialist STEP Advanced Certificate in UK tax for International Clients.
My work includes advising on cashflow planning (often multi-currency), remittance planning, retirement planning (including non-UK pensions) and long-term estate planning. I am a firm believer of having a team approach to private client advice and regularly involve specialists such as legal or tax advisors to ensure the optimum solution is achieved for my clients.
I live in Kent with my wife and three children, and am also a trustee and treasurer for the local school PTA charity.