Nathan Jones

Technical & Financial Planning Support Manager

Nathan's professional life

Nathan has been in financial services for over 20 years and joined the Blue Wealth team in 2013.

He’s an award-winning paraplanner and also holds Chartered Financial Planner status with the Personal Finance society. Nathan specialises in the technical aspects of financial planning and manages our support team.

Nathan's personal life

When not at work, Nathan spends time with his wife and children, going on holidays and creating memories. At home, you can find him watching a good crime series or documentary, as well as more than a few food programmes. He can also be found on the side-line of the football pitch, cheering his son on.

Get to know Nathan

On an ideal weekend, you can find me:

Enjoying life experiences with family and friends (with the occasional beer in hand!). Watching my son play football, eating out and watching sport.

My favourite holiday destination is:


My favourite song to play in the car is:

Phil Collins ‘Easy Lover’

The first album I bought was:

Dangerous by Michael Jackson

If I could be any fictional character, I would be:

James Bond

If I could turn any activity into an Olympic sport, I would win a medal in:

Quoting from The Office

When the dessert menu arrives, I’m looking for:

Another starter course

The three qualities that draw me to new people are:

Honesty, integrity and loyalty

My pet peeve is:

Someone being late

The best gift I’ve ever received is:

My children, Ashton & Morgan being born healthy

The three people at my dream dinner party would be:

Ricky Gervais, Robin Williams, Peter Kay

The three small things that make my day better are:

Talking to my children about how their day went, seeing the positive impact that lifestyle financial planning provides to our clients, a fully completed fact-find

Three things I haven’t done so far include:

Take my family to Disney World Florida (planned for April 2022), take my wife to New York (fingers crossed for December 2022), sail around the Adriatic & Amalfi Coasts