Nathan Richardson

Chartered Financial Planner

Accepting new clients via ReviewSolicitors

Nathan joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in May 2024. His areas of expertise include investment advice for individuals and trusts, pensions and retirement planning, later life planning including care fees, estate planning and Inheritance Tax.

  • Regulated by: The Solicitors Regulation Authority

  • Based in Nottingham, Nottinghamshire
  • Licensed for 1 years

Accepting new clients via ReviewSolicitors

Nathan joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in May 2024. His areas of expertise include investment advice for individuals and trusts, pensions and retirement planning, later life planning including care fees, estate planning and Inheritance Tax.

  • Regulated by: The Solicitors Regulation Authority

  • Based in Nottingham, Nottinghamshire
  • Licensed for 1 years

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Nathan Richardson

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5.0
Excellent
95%+
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 5.0/5
Initial Impressions 5.0/5
Approachability 5.0/5
Documentation Accuracy 5.0/5
Legal Knowledge 5.0/5
Value for money 5.0/5
Expertise

Experience

  • Nelsons Solicitors Limited

    Chartered Financial Planner

    Until Present

Opening hours

Monday 09:00–17:00
Tuesday 09:00–17:00
Wednesday 09:00–17:00
Thursday 09:00–17:00
Friday 09:00–17:00
Saturday (Closed)
Sunday (Closed)

Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ

Reviews

5.0 /5 4 Reviews
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Amanda

Helpful and clear

Nathan navigated us skillfully and empathetically through our retirement planning putting our aspirations at the centre of his planning. He alongside his colleague Dan explained things really clearly and gave us great confidence. I wouldn’t hesitate to recommend to others and in fact have already done so.

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Andy

Retirement planning

Retirement planning can be intimidating, particularly if you are unfamiliar with the options, process, terminology etc. Nathan and his team have been exemplary in terms of clear explanations of the opportunities and potential risks and opportunities and enacting the next steps in the agreed timescales. The ongoing updates and information flow engenders confidence that your financial future is in safe hands.

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L

Financial advice and support appropriate to my needs

Nathan has supported me to review my savings, pension and outgoings - has listened well; understood my needs (and opportunities); provided accessible explanations of financial terms etc enabling me to make decisions with confidence. He has also facilitated an introduction to a solicitor to update my pension and put in place power of attorney. He has has supported with practicalities where needed. His help and support much appreciated. Thank you.

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A representative from Nelsons Solicitors Limited responded to this review

Thank you very much for taking the time to write this review on the service and advice that you have received from Nathan. Many thanks, Nelsons

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David

Clear advice and explanations

Nathan has helped me to plan my financial growth whilst keeping my money safe and accessible. His advice has always been clear and he has the patience to answer all questions and queries, no matter how basic they may be.

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A representative from Nelsons Solicitors Limited responded to this review

Dear David, Thank you very much for taking the time to write this review on the service and advice that you have received from Nathan. It is greatly appreciated. Many thanks, Nelsons

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