Nathan Smith — Financial Advisor in Leicester
About Nathan Smith
Nathan Smith DipPFS is a wealth management consultant 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
Fees
Mattioli Woods says fees may be charged in one of three ways: a fixed fee, time-costed/hourly fees, or a percentage of the money invested or managed. Their public financial planning page says costs depend on client needs and support level, and that pricing may include flat fees, hourly rates or a percentage of assets under management.
Regulation
Nathan Smith is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Nathan Smith a regulated financial advisor?
Yes. Nathan Smith is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Nathan Smith offer?
Nathan Smith offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Nathan Smith based?
Nathan Smith is a financial advisor based in Leicester, serving the B, CV, DY, HR, ST, TF, WR, WS postal areas.
How does Nathan Smith charge for financial advice?
Mattioli Woods says fees may be charged in one of three ways: a fixed fee, time-costed/hourly fees, or a percentage of the money invested or managed. Their public financial planning page says costs depend on client needs and support level, and that pricing may include flat fees, hourly rates or a percentage of assets under management.
How do I book a meeting with Nathan Smith?
You can book a free initial consultation with Nathan Smith directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.