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Nathan Bertrand

Financial Planning Consultant DipFA, CeMAP

A little bit about Nathan

Nathan has been working within the financial services industry since 2001.

His various roles branch from customer service and private banking with JP Morgan Asset Management, affording him a wealth of knowledge in this sector. He saw Quilter Financial Advisers as the perfect partnership to deliver his expertise on a more personal level, to give advice to those who require it.

As a fully qualified general insurance adviser he prides himself on ensuring he fully understands the client’s needs as a first, then sourcing the most appropriate solution for their circumstances, which in turn builds a trusting relationship going forward for any future requirements.

Nathan is an avid sports fan with a particular interest in football, which he enjoys playing as well as being a keen golfer. He also enjoys live music events.

Nathan can help you with

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income

Permanent health insurance (aka income protection).

General Insurance

Home contents insurance, buildings insurance.

Mortgage

First time buyers, remortgages, buy-to-let.

Deals

Fixed rate deals, discounted, variable and flexible, capped and/or collared.