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Nathan Harris

Nathan has up to 20 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
SMF27 Partner

Previous Employment:
TenetConnect Limited15/06/2010 to 30/09/2021
Lothbury Pendil Financial Services Ltd15/06/2010 to 30/09/2021
Trevor Downing Financial Management (IFA) Limited10/07/2009 to 30/06/2010
Honister Partners Ltd23/06/2009 to 04/09/2009
Sage Financial Services Limited23/06/2009 to 04/09/2009
Bates Investment Services Ltd03/07/2006 to 22/06/2009
Millfield Partnership Limited12/01/2004 to 03/07/2006
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.