Over my career in financial services (which began in 1999) I have gained considerable experience of providing financial advice.
Cassia and I were married in 2003 and we have three children who help ensure that we have a very active life outside of work which is bolstered by our two border terriers, Alfie and Izzy. I am also an active member of my Church for whom I frequently give talks, run seminars and engage in wide-ranging fund-raising and outreach activities.
Anchor Wealth Management Ltd is a financial advice company owned and operated by husband and wife team Nathan and Cassia Smith.
Nathan accepted an invitation to join St. James's Place Wealth Management in 2015 after 15 years of advising in the High Net Worth, Corporate, Dental and Medical areas. Based in Hartlepool we advise clients across the North East, Teesside and Yorkshire.
Nathan is committed to personal development and he's proud to have achieved Chartered Financial Planner status with the Chartered Insurance Institute.
He's also been appointed a Fellow of the Personal Finance Society, which is the highest level of qualification they confer upon their members. There are few financial advisers who have attained both of these qualifications.
Click on the accreditations for more information
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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.