Welcome to our “Have you met?” series, where we catch up with members of our team through an informal Q&A.

In this edition, we spoke with Chartered Financial Planner, Nathan Munt. We spoke about our recent award success, Nathan’s journey into financial services, as well the superpower he would choose given the choice.

Read the short Q&A session below to find out more about Nathan.

About Nathan

Nathan started his career in one of the UK’s ‘Big 4’ accounting firms, but soon realised he wanted to apply his economics degree on a daily basis and enjoy more variety. Subsequently he joined a local, independent advice firm in Norwich where he began training as a financial planner. 

After a number of years working in financial advice, and numerous professional exams later, he achieved Chartered Financial Planner status in 2020.

Kerry Holmes

What do you enjoy most about being a financial planner?

 

The variety! Every client you meet is different and has their own story to tell. I get to ‘geek out’ over pensions, investments and tax, whilst also having interesting conversations with my clients and the opportunity to improve their lives.

 

Describe Lucas Fettes

Genuine – I joined Lucas Fettes in 2019 and it has been clear from the start that our clients are at the heart of everything we do.

 

We recently won ‘Adviser Firm of the Year’ for both our region and the entire UK, how would you say this reflects Lucas Fettes and our approach?

 

It reinforces why I described Lucas Fettes as ‘genuine’. These awards reflect the hard work that everybody in the company has put in over many years and the high standards that we hold ourselves to.

Find out more about our success at the Professional Adviser Awards 2021.

Recommend three things that people should be doing to ensure they are on track

 

  1. Know where you are right now and where you’re aiming for.
    2. Give yourself time and start your planning early.
    3. Where possible, keep things simple.

 

What are some of the worst financial planning choices you have seen?

In my opinion, the worst is also one of the easiest things to understand – not saving regularly. If you can get yourself into a good savings habit at an early age, you are part way there. There is no point thinking about complex investment and tax planning if you’re not saving often and/or haven’t already saved enough!

 

What’s your favourite way to spend a day off?

 

Outside! Working in an office (and more recently from home), I take every opportunity to get outside and do something active!

 

Are you into podcasts at the moment?

 

I’ve been told ‘In the know’ by Lucas Fettes Financial Planning is amazing (😉)

 

Name your favourite tv series and/or film

  

Not sure I could possibly pick a favourite but I’ve recently finished binge watching The US Office for the very first time.

 

If you could have any superpower, what would it be and why?

 

Time control – you’d never have to worry about stubbing your toe again. Just go back and undo it!

 

Name one place you have travelled to that you would go back to

  

I’d travel back to Iceland as it snowed the entire time I was there and so I never got to see the Northern Lights!

 

Find out more

You can find out more about Nathan, including his contact information, through our Our team – consultants page.

 

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