Nathan Adam
Financial Planner
Work
Nathan’s areas of expertise include cashflow modelling, retirement planning, trusts and Inheritance Tax planning, and wealth accumulation.
Nathan has experience working with a range of clients, but he mainly specialises in business owners, later life planning, divorcees, and those looking to retire.
Qualifications
Accreditations
Rest and play
Nathan has played team sports for most of his life and still plays cricket today. He’s recently taken up golf and is working on improving his game. He’s also got into distance running, having completed a couple of marathons and an ultra-marathon. In 2025, he ran the London Marathon to raise money for Shelter.
When he’s not taking part in some form of sporting activity, Nathan enjoys reading and aims to get through one fiction and one non-fiction book each month.
We asked Nathan...
One question before you go…
How much is enough? Paul Armson’s new book explores that question not just financially, but in terms of our time, ambitions, relationships and the life we want to lead. We think it’s the perfect tool to help you get more from financial planning.
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
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