Nathan Smith — Financial Adviser in Leicester
About Nathan Smith
Nathan Smith is a Wealth Management Consultant at Mattioli Woods who believes financial planning should always be centred around the person, not just their portfolio. His approach focuses on understanding individual lives, values, and priorities, ensuring that financial decisions support both long-term security and meaningful living today. In October 2022, Nathan underwent major heart surgery, a life-changing experience that forced him to reassess what truly matters. It reinforced his belief that life is fragile and that joy, connection, and experience should never be deferred for an uncertain future. This perspective now sits at the heart of his advice and client relationships. Since joining Mattioli Woods in 2012, Nathan has supported clients through all stages of their financial journey, from building and preserving wealth to using it with confidence and purpose. He is known for his empathetic judgement, calm decision-making, and ability to simplify complex financial situations so clients can act with clarity rather than uncertainty. Nathan’s focus is not just on financial outcomes, but on helping people live well. He wants clients to feel confident spending, secure in their plans, and free to enjoy the life they are building. Whether it is retirement planning, inheritance tax strategies, or investment decisions, his guidance is always tailored, thoughtful, and grounded in real life. Outside of work, Nathan is happily married, shares life with a much-loved dog, and values time with his family—especially his grandad, who often features in his reflections. These relationships keep him grounded and continually remind him why his work matters: helping people live fuller, more confident lives.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Pension Planning
- Inheritance Tax Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Nathan Smith is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Nathan Smith an FCA-regulated financial adviser?
Yes. Nathan Smith is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Nathan Smith offer?
Nathan Smith offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Nathan Smith?
Fees vary depending on the service, the complexity of your situation and the assets involved. Nathan Smith will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Nathan Smith is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Nathan Smith?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Nathan Smith directly through the contact form.
Does Nathan Smith work with clients outside Leicester?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Nathan Smith is based in Leicester but you can confirm preferred meeting locations and video options when you book your initial call.