Contact details
020 3427 3205
Waymark Financial Limited, 34 Lime Street, London, EC3M 7AT
At work
Nathan began his financial services career in 2022, working for a small independent firm where he gained valuable experience and completed the Diploma in Financial Planning.
He then joined Waymark in the summer of 2024 as a Trainee Financial Planner, before progressing to become a full Independent Financial Adviser.
He is now completing further exams, working towards becoming a Chartered Financial Adviser.
At home
Outside of work, Nathan is a lifelong sufferer of Tottenham Hotspur football club, and enjoys exploring London.
Nathan in the spotlight
My proudest moment as a financial planner was:
Passing the CII Diploma in Regulated Financial Planning
The three things I love most about my job are:
Working with the Waymark team, learning about our clients, and being able to make a positive difference to our client’s lives
The three words my colleagues would use to describe me are:
Approachable, friendly and funny
On an ideal weekend, you can find me:
In a museum or gallery followed by a pub
My favourite holiday is:
Somewhere with interesting history and good food
I turn the radio up when they play:
All I want to hear you say – Sea Girls
The three people at my dream dinner party would be:
Julius Caesar, Cleopatra, and Henry VIII
The three small things that make my day better are:
Walking to work, seeing animals and snacks
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Nathan’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Jonathan’s SPS on request.
R01– Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 – Investment Principles: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 – Pensions and Retirement Planning: assesses knowledge and understanding of and ability to analyse pension and retirement planning issues.
R05 – Financial Protection: assesses knowledge and understanding of and ability to analyse financial protection planning issues.
R06 – Financial Planning Practice: This qualification helps advisers develop and demonstrate their financial planning capabilities.
J10 – Discretionary Investment Management: develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.