Nathan is Associate Director of Investment and Wealth Advice (IWA) and Senior Financial Planner at Weatherbys. Leading the IWA team, he is responsible for providing financial planning advice to high-net-worth clients. He has a particular interest in cash flow modelling and inheritance tax planning and takes great pride in assisting clients structure their assets to provide tax efficient income streams and seamless intergenerational wealth transfers.
Nathan has over 15 years’ experience in the financial planning industry, holding a number of senior positions in major banks and financial planning companies in the UK and Australia. He has also owned and managed his own paraplanning business.
Outside of his work at Weatherbys, Nathan enjoys keeping fit through a passion for running and mountain biking.
Nathan Valbonesi
Associate Director, IWA