Natasha Etherton

Areas of expertise

• Later life financial planning,
• Inheritance tax planning
• Serious Injury and Court of Protection 

Experience

22 years in financial services

Notable client work and achievements

• Helping families navigate difficult journeys to make good decisions and achieve better outcomes.
• Winner of the STEP Excellence Award for Advising Vulnerable Clients

Professional qualifications and memberships

• Solla Accredited Later Life Planner
• Chartered Financial Planner
• STEP Affiliate
• Dementia Champion