Nathan Dupisanie
I specialise in offering tailor-made planning solutions that surpass the standard approach. Every client is distinct, possessing individual objectives, and their plan will mirror this uniqueness. Whether you are preparing for retirement, seeking to preserve your wealth, or aiming to establish a legacy for the generations to come, I am dedicated to developing a customised roadmap that resonates with your ambitions. This bespoke service ensures that your financial strategy is not just a one-size-fits-all solution but a personalised journey that recognises and addresses your specific needs and aspirations.
About
I bring two decades of corporate sales acumen seamlessly blended with eight years of specialized financial planning expertise to guide you on your journey toward financial success. I joined St. James's Place as a partner in 2022 and since then had the privilege of assisting individuals, families and business in achieving their financial goals. I understand that every client is unique, and my commitment is to provide tailored solutions that align with your distinct aspirations and circumstances.
I believe in empowering my clients through education, enabling you to make well-informed decisions that align with your vision for the future.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 23/02/2024
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.
