Nathan Ind Financial Planning Limited

Nathan Ind Financial Planning Limited We are a Financial Planning and Advice service based in Malmesbury, Wiltshire.

Headed up by Nathan Ind, we work primarily with individuals and businesses across Wiltshire, Gloucestershire, Bristol and surrounding areas.

How do you choose the right mortgage deal in uncertain times?Fixed rate or tracker? Short or long-term deals?Here's some...
17/06/2026

How do you choose the right mortgage deal in uncertain times?

Fixed rate or tracker? Short or long-term deals?

Here's some of the things to consider:

Fixing for longer, such as five years, can give long-term peace of mind that you know exactly what your budget will be.

This can help with financial planning, but you will not benefit during that time if the interest rate falls.

Opting for a two-year fixed rate might give the lowest starting pay rate on your mortgage, but the fees can be high on the best deals.

In addition, you will need to remortgage, potentially paying another high arrangement fee, in two years.

Short-term tracker rates tend to have more competitive rates, compared to longer-term or lifetime tracker deals.

Long-term tracker rates often come with greater flexibility, such as the opportunity
to repay the loan in full without penalty, which may suit some borrowers.

If you would like help choosing the best deal to suit your circumstances, we would love to help.

Contact one of our friendly advisers to find out more: www.nathanind.co.uk

Your home may be repossessed if you don't keep up repayments on your mortgage.

Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 12/06/2026

Currently, retirement funds can be a tax-efficient way to pass along wealth.As inheritance tax of up to 40% will apply t...
15/06/2026

Currently, retirement funds can be a tax-efficient way to pass along wealth.

As inheritance tax of up to 40% will apply to most unspent pension pots from April 2027 there will be more incentive to:

- Use a fund as a retirement income rather than an inheritance vehicle.
- Draw down retirement funds earlier.
- Gift wealth during your lifetime.
- Consider using annuities.

If you would like any help with your retirement fund and the options available, we are here to help you.

Contact us to find out more: www.nathanind.co.uk

Tax rules and reliefs depend on individual circumstances and may change over time. As a result, tax outcomes will differ between investors and should be considered alongside your wider financial position.

Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 12/06/2026

Holidays are amazing but they can start to feel a little out of reach at the moment.With the cost of living continuing t...
12/06/2026

Holidays are amazing but they can start to feel a little out of reach at the moment.

With the cost of living continuing to rise, it can feel impossible to balance everyday expenses, future plans, and still have money left for yourself.

Saving for that getaway you’ve been dreaming about doesn’t have to mean sacrificing your financial security.

The key is to plan for both.

A holiday fund for the memories.

And a rainy day fund for the unexpected.

Even small amounts saved consistently, can make a huge difference, over time.

For help with any aspect of financial planning, please get in touch.

We’d love to help you. Tel: 01666 824646



Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 10/06/2026

Our adviser Olivia has recently become the host of the Tetbury location, for the fabulous Business Women in networking g...
09/06/2026

Our adviser Olivia has recently become the host of the Tetbury location, for the fabulous Business Women in networking group.

Olivia is passionate about sharing her expertise and forming connections with other business owners.

If you are local, and have a business in Tetbury or the surrounding areas, then please do join Olivia on the last Thursday of every month.

The meeting is at St. Michael's Catholic Church Hall at 10-12.

A ticket is £10 and includes tea/coffee (and biscuits or cake, if Olivia has been
baking).

The link to book is below:
https://businesswomenin.kartra.com/calendar/tetbury-2026

If you have any questions, let us know.

Olivia will be more than happy to help.

04/06/2026

Our next Financial Drop-In session at Nook and Huddle, is Wednesday 24th June.

To access the session, come into Nook and Huddle at 44 High Street, Malmesbury.

Turn right, past the red spiral staircase to the door in the back right corner.

Through the second door in front of you and up the corridor through a third door, to the meeting room.

Where Olivia will be there to greet you.

Pop in and say hi with any financial queries that you may have.

📅 Weds 24th June
🕘 9am - 5pm
📍 Nook & Huddle, 44 High Street, Malmesbury.

We look forward to seeing you there.



Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 03/06/26.

As a team, we pride ourselves on providing great service to our clients.Here are some of the reviews that we've received...
01/06/2026

As a team, we pride ourselves on providing great service to our clients.

Here are some of the reviews that we've received recently.

"Always pleasant to deal with, prompt with appointments
and telephone contacts.”

“Straightforward, honest advice tailored to my goals.”

“The team are always available, and update me quickly with the right level of support.”

Excellent service, always there if I need them, all very friendly.”

Check out our website: www.nathanind.co.uk

We can't predict what's around the corner, but we can be more prepared should the unexpected happen. Our full range of s...
28/05/2026

We can't predict what's around the corner, but we can be more prepared should the unexpected happen.

Our full range of specialist insurance and protection will help look after those that you love, the lifestyle you enjoy, or the business that you've built.

More than ever it’s vital to consider the whole picture.

- How does Capital Gains Tax affect you?
- What would happen if you were to fall ill?
- Are you prepared for suffering a loss of income?

We can help you to assess your individual situation and requirements, before coming up with a plan to give you the peace of mind you need.

If you would like to understand protection planning and how it can work for you, we would love to help.

Please get in touch: 01666 824646.

Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved: 26/05/2026

Our next Financial Drop-In session will be taking place tomorrow, Wednesday 27th May.Join Olivia, who will be available ...
26/05/2026

Our next Financial Drop-In session will be taking place tomorrow, Wednesday 27th May.

Join Olivia, who will be available to answer your questions about the following topics:

- Investment planning
- Retirement planning
- Inheritance tax planning
- Protection planning
- Mortgage planning
- Tax planning

Please do pop in and say hi with any financial queries that you have.

Next clinic:

📅 Weds 27th May
🕘 9am - 5pm
📍 Nook & Huddle, 44 High Street, Malmesbury.

We look forward to seeing you there.



Your home may be repossessed if you do not keep up with payments on your mortgage.

Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 06/03/2026

It's bank holiday weekend!The team are looking forward to having some downtime and making some memories.As well as plann...
22/05/2026

It's bank holiday weekend!

The team are looking forward to having some downtime and making some memories.

As well as planning for the future, we are believers in making room for the moments that matter in life along the way.

The dinner out, the hobbies, the experiences with friends and family, and the memories.

What plans have you got for this weekend?

Our next Financial Drop-In session will be taking place on Wednesday 27th May.Join Olivia, who will be available to answ...
21/05/2026

Our next Financial Drop-In session will be taking place on Wednesday 27th May.

Join Olivia, who will be available to answer your questions about the following topics:

- Investment planning
- Retirement planning
- Inheritance tax planning
- Protection planning
- Mortgage planning
- Tax planning

Pop in and say hi with any financial queries that you may have.

📅 Weds 27th May
🕘 9am - 5pm
📍 Nook & Huddle, 44 High Street, Malmesbury.

We look forward to seeing you there.



Your home may be repossessed if you do not keep up with payments on your mortgage.

Nathan Ind Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/04/2026

Address

Office 1 & 2 Potters Yard, 22 High Street
Malmesbury
SN169AU

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