We are often asked what it is like to be a consultant for a wealth management company. We asked Wealth Management Consultant Nathan Smith who explains it is all about planning, listening, trust and most importantly, providing that peace of mind! Find out more in the first video in his three part ‘Introducing…’ interviews.
Understanding our clients, both personally and their needs, is one of the most important parts of being a wealth management consultant. Nathan Smith discusses not only his role in a client’s finances but his team and Mattioli Woods as a company. You can watch this – and more – in the second of his ‘Introducing…’ interviews here:
In the final part of our ‘Introducing…’ series we speak to Wealth Management Consultant Nathan Smith about subjects close to his heart, including ethical investments. Watch the interview here: