Nathan Garfoot in

Nathan Garfoot

Evaluator · DISC type csd
📍 Knottingley, England, United Kingdom

Nathan is a specialist in employee benefits and workplace pensions, focused on partnering with accountants and payroll bureaus. He champions modern, free pension solutions that simplify processes for intermediaries and add value for their clients. He holds certifications in finance, mortgage advice, and equity release.

He is a focused and ambitious professional dedicated to continuous learning and industry engagement. Nathan actively pursues new qualifications, such as his recent investments exam, and frequently attends networking events and meetings across Northern England, including in Leeds, Sheffield, and Manchester.

He recently kicked off a week by passing two units of an investments exam at 7 AM on a Monday morning.

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Location
Knottingley, England, United Kingdom
Personality Overview

How Nathan shows up

Thorough Evaluator
Fast But Analytical
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Nathan cares about

Modern Pension Solutions
He helps businesses move away from older, standard pension providers to unlock significant financial and administrative benefits for employers and their staff.
Salary Sacrifice Schemes
Frequently posts detailed financial examples of how switching to a Salary Sacrifice pension can save companies thousands of pounds in National Insurance contributions.
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Career

Work history

No work historyWe do not have verified professional history for this person yet.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
9-2022
Certificate in Regulated Equity Release
LIBF
5-2022
Certificate in Mortgage Advice & Practice
LIBF
2016 - 2018
AAT
Kaplan Financial Leeds
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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