Natalie Caine

Natalie Caine

Wealth Adviser at Fidelity

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London

About me

I have worked in Wealth Management for the last 9 years and joined Fidelity in 2019.

My career started in Customer Experience Improvement before I moved into Relationship Management at a large private bank, where I looked after high net worth customers providing solutions across the spectrum of banking, lending, investments and wealth structuring.

I am passionate about listening to my customers’ needs and working with them to create a recommendation that works for them, based on a problem-solving approach. I enjoy working closely with customers to provide comprehensive investment advice that will help them achieve their investment goals.

I have an international background, having lived abroad in various locations. I love traveling to various locations to explore new cultures, languages and places. As a foodie, you will often find me together with my partner experimenting with new recipes or tending to our kitchen garden. I've also discovered a passion for artisan bread baking!

My details

I like helping people on:

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Pensions - Approaching retirement

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Advice to business owners

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Financial coaching

My qualifications:

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Financial Diploma

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MSc in Finance and Management

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CFA Level 1 & IMC

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CMgr MCMI

My charging model:

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Ongoing % fee

I work at