NM

Nathaniel McKenzie

Protection Adviser

Nathaniel is a valued member of the team achieving grade 4 advisor status in the shortest period in the company’s history. He has great attention to detail and wants nothing more than to provide his clients with the best outcome for their estate planning and insurance needs.

Education and Biography

TRAINING

Nathaniel joined us with no industry experience but did hold his Cemap mortgage qualification prior to joining DM. Since joining he has gone on to achieve his Business protection licence and will be the person spearheading business protection for DM.

SPECIALISMS

Nathaniel primarily works as an estate planning and insurance advisor. Helping clients complete their wills and protect their assets, alongside being an expert in insurance and protecting families against death and serious illness. Nathaniel was recognised as a rising star in the industry, being nominated to attend the Cover awards ceremony in 2022. Nathaniel will also be taking on the task of growing the business protection arm of the business for DM.

HOBBIES

Nathaniel is a sportsman at heart, playing football for professional clubs until the age of 18. Nathaniel is also passionate about cars and enjoys trading them as a hobby in his spare time, when he is not watching football or messing around with cars you will find him in the gym!

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Meet The Team

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LIZZIE CARTLIDGE

Estate Planner

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URSULA MINSHALL

Head of Estate Planning

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LEWIS FULLER

Protection Adviser

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BETHANY QUINTON

Administrator

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LEWIS FULLER

Protection Adviser

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URSULA MINSHALL

Head of Estate Planning

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MARTYN HEATH

IT Manager

Contact Dunham McCarthy

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Home Leigh, New Garden Street, Stafford, ST17 4AG
enquiries@dunham-mccarthy.co.uk
01785 336222

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Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2022

Nathaniel McKenzie

Nathaniel McKenzie