Nathan Parish Fpfs Email & Phone Number

Nathan entered into Financial Planning shortly after graduating from the University of Lancaster with a Bachelor of Science in Economics. Since then he has gained over 10 years Financial Planning experience and is proud to have achieved the highest professional accolade with the Chartered Insurance Institute. Nathan is a Charted Financial Planner and Fellow of the Personal Finance Society, highlighting his technical knowledge and commitment to professional development.At Killik & Co Nathan aim's to provide a full ‘Lifestyle’ financial planning service to clients, to help them make sure they have enough money to meet their lifetime goals. He particularly likes helping clients to identify and achieve their lifetime goals, be this sending their children to private school, going on an around the world cruise or being able to retire early to spend more time doing the things they want to do.Nathan has experience in all aspects of personal finances. This includes helping clients meet their short, medium and longer term goals associated with retirement, investments, inheritance tax mitigation, improving ongoing income tax efficiency, school fees and long term care planning.The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Listed skills include Investments, Wealth Management, Financial Services, Investment Strategies, and 10 others.