Nathan Steele
DipPFS, Cert SMP
Winner of St. James's Place Financial Adviser of the Year 2024 (Bristol Location) I'm proud to have been recognised as the most productive adviser in the Bristol area for St. James's Place a reflection of my commitment to putting clients first and delivering consistently high standards of advice.
From a young age, I've been fascinated by finance and business. With more than 13 years as a financial adviser with Heritage, I've built a reputation for being friendly, approachable, and genuinely committed to understanding what matters most to my clients. I believe in long-term relationships based on trust, transparency, and tailored advice.
About
My focus areas are investment planning, retirement planning, and financial protection the foundations of a strong financial future. I primarily work with time-pressured professionals and business owners, helping them make confident decisions about their money, often in areas they may not have the time or expertise to navigate alone.
Coming from a self-employed family and now being a business owner myself, I fully appreciate the unique pressures that come with running your own business, both personally and financially.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
