Nathan Prior, Partners Wealth Management – Citywealth Leaders List, 60 seconds interview
This week’s 60-second piece is dedicated to Nathan Prior, Partner, Head of PWM International.
Read moreNathan Prior
Latest Article
Nathan Prior, Partners Wealth Management – Citywealth Leaders List, 60 seconds interview
This week’s 60-second piece is dedicated to Nathan Prior, Partner, Head of PWM International.
Read moreLatest Review
Private Client review:
Nathan is a kind, considered and experienced financial adviser, and I couldn't recommend him highly enough. My personal circumstances have changed significantly mid-planning and it has been invaluable to have such a calm and knowledgeable adviser during that period. I trust Nathan to understand what I want and need and to advise accordingly, which is so very important with a professional relationship of this nature.
10 Jul 2025
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Private Client review:
Nathan is a kind, considered and experienced financial adviser, and I couldn't recommend him highly enough. My personal circumstances have changed significantly mid-planning and it has been invaluable to have such a calm and knowledgeable adviser during that period. I trust Nathan to understand what I want and need and to advise accordingly, which is so very important with a professional relationship of this nature.
10 Jul 2025
Peer review:
I have known Nathan for a number of years now, and never have any hesitation referring my clients to him. He is professional and always lovely to deal with; I know that my clients will receive excellent advice and service from him and his team. Nathan has the experience and capabilities to take on work for international clients with complex personal situations, which sets him apart from many other advisers in his field.
10 Jul 2025
Peer review:
Nathan is very professional and pleasure to work with.
30 Jun 2025
Peer review:
Nathan is well regarded for his international depth and specialism. Particularly noteworthy is his US experience and the growth in his team who are well regarded. Pleasure to work with for the benefit of our mutual clients.
25 Jun 2025
Peer review:
As a partner in a UK and US tax advisory business, I am often asked by clients for recommendations for investment advisory and management services. I know from experience that Nathan will do good job with the clients that I pass over to him, as feedback from prior referrals has been very positive. Nathan is attentive, knowledgeable and ensures the relationship with mutual clients is maintained and nurtured. Having such trust in a third-party partner I refer clients to is very important as it removes the stress from the whole process.
25 Jun 2025
Case Studies
Retirement planning (including non-UK pensions) and long-term estate planning
As Partners Wealth Management’s Head of International, I am one of the few independent advisors in the UK with the experience and knowledge to advise clients with international and multi-jurisdictional needs. I started my career with Merrill Lynch and Julius Baer. From the outset, I worked on developing my knowledge and expertise in working with non-domiciled individuals, including US tax payers, complimenting my UK financial advice qualifications with the specialist STEP Advanced Certificate in UK tax for International Clients. My work includes advising on cashflow planning (often multi-currency), remittance planning, retirement planning (including non-UK pensions) and long-term estate planning. I am a firm believer of having a team approach to private client advice and regularly involve specialists such as legal or tax advisors to ensure the optimum solution is achieved for my clients.
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