Experience

  • Chartered Financial Planner at Schroders Personal Wealth

    Personal Wealth Adviser
    101 - 500 Employees 2019 - 2021
  • Advanta Wealth

    Independent Financial Adviser
    21 - 100 Employees 2021 - Current

    Bespoke independent financial planning for private individuals on all aspects of protection, retirement, investments and estate planning

  • Nationwide Building Society

    Financial Planning Manager
    101 - 500 Employees 2014 - 2019

    Advising building society members on protection, investments and estate planning 


Education History

  • Management Sciences and Marketing

    University of Manchester Institute of Science and Technology
    2000 - 2003

    Investment analysis and portfolio management, financial markets and institutions


Qualifications

Advanced Diploma in Financial Planning


Email Nathan Pitt-Stevens FPFS

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