Nathan Pitt-Stevens, Advanta Wealth
Walderslade
12 Francis Drive, Walderslade
Chatham
ME5 9LG
Business Description
Independent Financial Advice on your pensions, savings & investments, protection including life & critical illness cover, income protection insurance and commercial insurance. Estate planning, inheritance tax planning, long-term care funding, defined benefit pension transfer specialist, pension consolidation expert, at retirement solutions including drawdown and annuities, and equity release.
Completely bespoke and wide ranging holistic independent financial advice.
My Recommendations
Nathan is fruendky, understanding and patiebt. He has spent a lot of time helping my husband identify all of his pensions from all his work places over the past 40 years. Nathan then helped him decide which to consolidate and what to do with them and helped us understand where we stood with regards to our retirement plans. Thank you.
from Glynnis Wisbey
Accreditations & Qualifications
Fellow of The Personal Finance Society (FPFS)
Chartered Financial Planner
Advanced Diploma in Financial Planning
Certificate in Mortgage Advice and Practice