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Natasha

Investment Consultant

Qualifications

Natasha holds the Diploma in Financial Advice from the Institute of Financial Services, the Certificate in Mortgage Advice and Practice, and is currently in the process of completing the Chartered Insurance Institute’s specialist Long-Term Care qualification (CF8). Natasha is a member of the Personal Finance Society.

Experience

Natasha brings a wealth of experience to her role, having practised as a financial adviser for over 24 years. During this time, Natasha worked with Santander, Bristol and West and HSBC, becoming an independent financial adviser when she joined the team at Throgmorton.

Business

Natasha offers holistic financial advice to clients, covering all aspects of personal finance (excluding mortgage advice), with unwavering dedication to her clients' long-term financial well-being.

With a passion for building strong, trusting relationships, Natasha focuses on understand each client's unique financial situation, needs and aspirations. Her expertise concentrates on helping clients to make and save money through tax-efficient strategies, whilst also ensuring that their assets are passed on seamlessly to future generations through Inheritance Tax mitigation planning.

Natasha’s professional approach and deep commitment to her clients make her a trusted partner when navigating complex financial landscapes and securing long-term prosperity.

Personal

Natasha has one daughter and is a very sociable person who is keen on reading and travelling. She also enjoys attending church and participating in various community work projects.

Contact Natasha at West Wickham Office

Email: ns.westwickham@throgmortonltd.co.uk

Phone: 0800 032 1419