Natalie Wood-Crainey

What is your average day like:‍

My perfect day is all about making the most of moments with friends and family, especially since we don't get to see each other often due to distance. It's always a joyful get-together, full of laughter, shared stories and creating unforgettable memories. We might head out to a new restaurant, or watch some thrilling sporting events such as the Six Nations or the Euros. These cherished moments with my loved ones truly make my day perfect.

What do you like most about your job?

I find immense satisfaction in problem-solving and crafting tailored financial strategies that can significantly improve clients' lives. The process of analysing financial situations, identifying opportunities, and mitigating risks allows me to use my analytical skills and financial knowledge creatively and effectively. The dynamic nature of the financial industry also excites me, as constantly evolving markets and regulations mean that there is always something new to learn, ensuring that the role remains intellectually stimulating.

How long have you worked in Financial Services

seven years.

Meet Natalie

What Natalie's Clients Have to Say

Natalie helped set up two ISAs and consolidate pension funds. Her warm, understanding approach and attentiveness to my needs have built full trust in the services she provides.

I met Natalie at a conference, and she’s been professional, empathetic, and insightful throughout. I highly recommend her to my professional network, friends, and family.

I have a lot of confidence in Natalie's abilities to invest and manage my money in the best way possible and prepare for the future in the best way possible.

My investments in my pension are up noticeably and more than enough to cover costs incurred for the service. My risk has been adjusted and I now feel in a much better position for the future.

Navigating monthly income decisions was tough, but Natalie and her team made it easy. They helped me understand the long-term impact of my actions. Natalie was professional and never pressured me.

Natalie started her career in finance in 2017 as an intern at a financial advice firm. in the last seven years Natalie has worked as an assistant, a planning consultant and finally became an adviser in early 2022. Since becoming an adviser Natalie has been able to apply her deep knowledge of the industry to help clients become more tax-efficient and improve their investment returns.

www.trusted-advisor.co.uk/advisers/natalie-woods-crainey

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.