Nathan Smith DipPFS

Wealth Management Consultant
About Nathan

Nathan has been dedicated to serving clients at Mattioli Woods since 2012. Throughout this journey, he has realised the value of authentic financial advice and being able to empathise and support our clients through the various stages of their lives. 

With over a decade of experience, Nathan is passionate about providing peace of mind through tailored financial solutions. His client-centric approach ensures each strategy is designed to meet individual needs and objectives, presented in a clear and understandable manner.

Nathan’s commitment to simplifying complex financial concepts empowers clients to make informed decisions with confidence. He is able to help clients create a strategy to set them on the right path to achieving their financial goals. That support will then continue and extend to their family, providing reassurance and comfort. Having a strategy in place has certainly benefited some of his clients in helping with their mental health too. Supporting people who perhaps put pensions, investments, and inheritance tax planning in the ‘too hard’ basket is what he does best.

In his spare time, Nathan is Chair of the Governors Board for Gateway College and enjoys spending time with his grandad (a star of his LinkedIn posts), family and friends.

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Nathan Smith DipPFS
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