Page 3 - Citypoint Brochure

At Raymond James, London CityPoint we take a holistic approach
to helping you achieve your financial goals, with a comprehensive
wealth management service that combines both financial planning

and investment management.

Whether you want to make sure you have enough money for
retirement, or to pass assets onto the next generation, we’ll help you
stay on track and make sure your overall investments are structured

in a tax efficient way.

There are two main ways we can help you achieve your goals – by
providing a one-off service or by working with your wealth manager
on an ongoing basis.

Nathan Adam DipPFS
Financial Planner

Nathan achieved his degree in International Politics
followed by a a master’s degree in International
Relations. He is currently working towards full
Chartered Financial Planner status having already
attained the Diploma in Regulated Financial
Planning, the Certificate in Discretionary Investment
Management and the Award in Regulated Pension
Transfer Advice.

He has considerable experience across numerous
areas of financial advice, such as pension planning
and transfers, Inheritance Tax solutions, and EIS &
VCT recommendations.

In his spare time he is an active cricket and rugby
player for local teams in Hertfordshire and a
regular CrossFit competitor. He has also dabbled
in Olympic weightlifting, but hasn’t quite made the
Olympics!