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
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.