Nathan Ind Financial Planning Limited

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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.

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.

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

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

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

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?

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

18/05/2026

What is an ISA?

An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents to invest, and save for the future.

Each tax year, you can put in up to £20,000 per person.

And split this across different ISA types.

Investments in an ISA are free of income tax, and capital gains tax, for the duration of the investment.

When ISAs are especially useful:

- Flexibility to access the fund.
- If you are already contributing to a retirement fund.
- You would like to build an investment over time.

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

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

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependant on individual circumstances.

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: 13/05/2026

14/05/2026

There will be changes to salary sacifice from April 2029.

From 2029, the amount that is exempt from National Insurance contributions (NICs) will be capped at £2,000 a year for employee pension contributions, made via salary sacrifice.

The total amount that can be saved tax efficiently into pensions is not changing, it remains limited by the annual allowance, currently up to £60,000. However if you earn less than £60,000 a year, tax relief on any personal contributions you make will be restricted to the level of your actual income (or £3,600 if greater).

Employees will still be able to contribute to their retirement funds, including via salary sacrifice, once the changes come into effect.

These contributions will still be exempt from income tax in the normal way.

However, any contributions via salary sacrifice above £2,000 will be subject to employer and employee NICs.

Get in touch today to see how these changes may affect you.

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependant on individual circumstances.

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 13/05/2026

Address

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

Telephone

+441666824646

Website

http://www.nathanind.co.uk/

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