Nathan joined SORBUS PARTNERS in 2025 to provide wealth planning services for our clients.

He is a Chartered Financial Planner bringing over a decade of experience in wealth structuring and financial planning for high-net-worth individuals and families.

Nathan’s work focuses on building and implementing long-term strategies that align investment planning with broader family objectives. He has a particular interest in intergenerational wealth planning—ensuring that wealth is preserved and transferred in a thoughtful, tax-efficient, and values-aligned manner.

Nathan is a Chartered Member of the Chartered Insurance Institute (CII).