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Nathan Blackmore
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- Nathan Blackmore
Nathan has worked in Financial Services since 2006, working for several specialist estate planning product providers and holds the STEP Certificate for Financial Services – Trusts and Estate Planning.
He left his position as Head of Intermediary Relations at an insurance company based in the city to pursue a career closer to home. Having worked with financial advisers for some time, Nathan decided to become an adviser himself and joined the practice in 2019.
As a financial planner, Nathan’s role is to help people plan for, achieve and protect the things that are important to them during their lifetime. He achieves that by helping them to understand their current financial situation, establish their long-term goals and aspirations, and design a plan to help them be achieved whilst protecting those they leave behind should the unexpected happen.
“After years of working in a business-to-business environment, I really enjoy being on the front line, having a direct impact on people’s lives and making a difference.”
Nathan was keen to immerse himself in the local business community and is involved in regular networking events as well as offering a weekly financial planning surgery in his local high street.
Accreditations
STEP Certificate for Financial Services – Trusts and Estate Planning.
STEP is the worldwide professional association for those advising families across generations.
Full Members of STEP (TEPs) are considered among the most experienced and senior practitioners in the field of trusts and estates. STEP membership is considered a mark of excellence and STEPs high professional standards are recognised internationally.
STEP members have a broad range of professional backgrounds, and include accountants, lawyers, trust specialists and other similar practitioners who work in trusts and estates.
Diploma in Financial Planning (DipPFS)
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R01 Regulation and Ethics
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R02 Investment Principles and Risk
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R03 Personal Taxation
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R04 Pensions and Retirement Planning
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R05 Financial Protection
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R06 Financial Planning Practice