Juliet M
Syngenta
Peter provided expert financial advice relevant to my circumstances.
When I was recently made redundant I felt overwhelmed about my financial future. Thankfully, Peter was there to provide expert financial advice relevant to my circumstances. He helped me understand my pension options (CH & UK) and was available to answer my many questions about complex topics in a clear and concise way. I never felt rushed, despite critical time paths, Peters’ approach demonstrated patience and understanding combined with comprehensive financial guidance.
Sam Cornelius
International Employment Lawyer & Trained Mediator
Very flexible and responsive
Jason is a customer-oriented advisor who provides his services in a professional and competent fashion. He has also always been very flexible and responsive. I would have no hesitation in recommending him to any of my friends or family.
Ray
GE Capital Aviation Services
My experience of dealing with Mike has been excellent
Mike engages extensively with me to understand my investment objectives and my investment risk appetite to structure my investment portfolio. My experience of dealing with Mike has been excellent with on-going engagement from Mike for investment updates and indeed to understand if there are any changes in life that need to be considered from an investment and assurance perspective. Mike’s support team are also excellent to deal with and handle all the establishment paperwork effortlessly and provide the monthly portfolio statements immediately. I am very satisfied with my decision to have Mike manage my investments.
Jill V
Novartis
I appreciate Peter's knowledge and ability to explain in lay persons terms
I have known Peter for approximately 7 years. He is very supportive and understanding of my quite complex situation (working in Switzerland, living in France, returning to UK on retirement). I appreciate his knowledge and ability to explain in lay persons terms all the options available to me, and his oodles of patience when asked to repeat on multiple occasions. Retiring is a huge financial transition and Peter has provided good guidance on how to invest my pensions and savings, which has given me confidence that my chosen financial strategy will provide for my needs into the future.
Alana
I couldn’t have asked for a better guide on this journey
I am thrilled to share my experience with Nathan. As someone who was previously averse and weary about investments, I couldn’t have asked for a better guide on this journey. Nathan has been instrumental in helping me grow my property and investment portfolio, all while keeping my best interests at heart. What I appreciate most about Nathan is his consistent focus on the end game, retirement. He has laid out a clear, strategic plan that has instilled confidence in me for the future. With Nathan by my side, I feel assured that we are on the right path to achieving my retirement goals. I wholeheartedly recommend Nathan to anyone looking for expert and dedicated financial guidance!
Mercy
Nathan has a remarkable ability to simplify complex financial matters while delivering tailored, thoughtful advice.
Working with Nathan Mpofu has been a seamless and rewarding experience. Our journey began in 2022 when he provided full support in securing an offshore bank account in a tax-efficient jurisdiction, an important step in safeguarding hard-earned savings and meeting long-term financial goals. Since then, we’ve developed a comprehensive financial plan with strategic investments across the property and securities markets. Nathan has a remarkable ability to simplify complex financial matters while delivering tailored, thoughtful advice. It has truly been a pleasure working with him. His professionalism, insight and unwavering commitment to client success consistently stand out. With clarity, care and integrity, he makes even the most intricate decisions accessible and manageable. Nathan approaches every interaction with patience and purpose, taking time to understand not just the numbers but the person behind them. He brings a rare blend of technical skill and human touch that sets him apart in this field. I’ve always felt confident in the decisions we’ve made together, and I have every confidence that anyone fortunate enough to work with Nathan will feel equally supported and empowered.
Prof E O Enwerem
Nathan you have changed my fortunes and shaped my future.
For a while, I thought I knew what to do and how to manage my finances. I was fine with making earnings from my professional work. I knew a bit about about savings but little (and if any at all ) about investments and longterm financial management. Over a decade ago, I ran into Nathan who opened my eyes to the reality of managing finances in the now with an eye for the future. With Nathan as a partner, I have ventured into the arena of investments which are yielding positive dividends. Nathan you have changed my fortunes and shaped my future. My score if allowed to will be 5 star for your efforts with me.
Richard H
I wouldn’t choose anyone else
Nathan has been my adviser for over a decade. Always smiling and helpful, his clear thinking on complex matters is very reassuring. I wouldn’t choose anyone else. 5****
T Mangezi
Working with Nathan has been a game-changer for my financial well-being.
Working with Nathan has been a game-changer for my financial well-being. His professionalism and personalized approach has given me confidence in my financial future. He has taken the time to understand my goals and created a tailored plan that aligns with my values and priorities. Nathan had become a trusted partner in my financial journey, and I highly recommend him to anyone seeking expert guidance and peace of mind. 5 stars!!!!
Shelly
Nathan managed to change my way of thinking regarding long term planning and investment
Nathan has been my investment advisor since 2016. After the economic meltdown in my country I had absolutely no faith or trust in the banking sector. Pensions contributed to for 20 years were wiped out. Nathan managed to change my way of thinking regarding long term planning and investment. With his guidance, I managed to put two children through university, which I would never have been able to do if I had not trusted Nathan's advice. I do not have resources to invest "big", but never once did I feel like I was insignificant, that my investment was "too small", Nathan patiently guided me through the processes and treated me like a very important customer! I have recommended Nathan to anyone who has been afraid to invest, I trust him implicitly and will continue to recommend him to anyone looking for investment advice. If I had to rate Nathan out of 10, I would rate him 20!
