Nathan Wennington, Chartered MCSI, DipFP

Can’t thank Nathan enough for his patience , honesty and support through what was a 2 year period of conversations , meetings , updates and finally contract arranging .

Never felt pressure , no persistent pushing one way or another and always reassuring through all stages . Still have updates and contact now and over time almost feel a friend when we do catch up - got to known parts of his life as he has mine . Recommended him to my best friend and that’s how much respect I have for Nathan and the high regard I hold him in .

To have someone you trust and who as such high integrity I know my current and future financial dealings are not only safe but I can count on going forward.

Nathan has assisted me over the last year to consolidate my UK pensions and in transferring funds to Australia.

Many other advisors I had spoken to before Nathan were unable to help me in the process but Nathan was different, he explained clearly the process, the timeframes, the risks and the costs up front and has always made himself available to answer queries or to provide updates on the process throughout the journey.

Great person to work with, thanks Nathan.

I have been based in Australia for the last 10 years but as an expat also invested in a UK SIPP in 2018. The SIPP investments advised by another financial advisor (FA) suffered low growth and high costs.

Nathan helped me switch FA and optimise investments within the SIPP so that I now have positive growth at lower cost and importantly a positive future outlook.

I recommend Nathan to help you with your problem portfolios.

Nathan has been fantastic in helping with my financial planning. As a British expat in Australia, my specific needs were well catered for.

Like many expats and professionals, my life is incredibly busy and to find the time to contemplate my UK pensions was a real challenge. Nathan assisted me greatly in a personable and trustworthy manner. Every aspect has been well explained and he remains in regular communication with me.

I look forward to furthering our investment relationship and highly recommend his services to anybody with financial planning needs.

Nathan is thorough, well informed, patient and very easy to deal with. Following his advice has produced very good results and he has successfully helped me to navigate the complexities of moving my UK pension out of an employer fund and into a SIPP that I can transfer over to Australia when the time is right.

Nathan was introduced to me about 3 years ago and we jointly went through multiple iterations of assessing the merits and challenges should I decide to transfer my UK defined benefits schemes into a SIPP.

For me it made sense, the timing and strategy was right given the various transfer values. I was approached by several advisors but I chose to work with Nathan for three reasons.
Firstly Nathan's knowledge of the process and the regulatory considerations were second to none.

Secondly working with Nathan is efficient and he listens and is authentic and an advisor who I perceive has his client's interests at the centre of the discussion.

The third facet is the post execution behaviour has and continues to be exemplary talking regularly and listening to my concerns having gone through the turmoil of COVID 19 and seeing my SIPP funds operate incredibly resiliently.

I would recommend Nathan to anyone and would be happy to discuss directly with anyone.