Lessons I have learnt: Nathan Munt

Chartered Financial Planner, Lucas Fettes Financial Planning
Lucas Fettes is an award-winning financial planning firm with its head office in Norwich but supporting clients around the UK. We work with families, businesses, charities, and trusts, advising them on their complex and unique financial needs to help them navigate potential pitfalls and plan effectively for their financial future.
Published in Norfolk Director Magazine Summer | Autumn 2023
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We asked Nathan, to look back and reflect on his younger self.

Q&A’s

How would you describe yourself at 18?

At 18, I had no clue about financial planning, what it involved, and what I wanted to do as a career. I started my BSc in Economics at 18, which initially took me down the path of accounting and auditing roles, before ‘stumbling’ into the financial advice profession in my early 20s.

If you could go back knowing what you know now, what three things would you tell yourself to do when you first became a Chartered Financial Planner?

  1. Drawing on the knowledge and experience of colleagues is an invaluable way to develop.
  2. You learn the most from difficult or uncomfortable situations.
  3. Be curious and ask, why?

If you could relive one day, what would it be and why?

As most people will understandably say, the day they got married or had their first child. In a bid to keep things varied, I’d have to say my 30th birthday present – I had always wanted to fly a plane since I was a child and had the opportunity to do so earlier this year!

What are the biggest lessons you have learnt professionally?

It’s okay not to have all the answers right away. When I first started out in this profession in 2015, I felt like I had to prove myself and demonstrate everything I’d learnt through my various professional exams/qualifications. In practice, it’s of course important to have a strong technical knowledge and ability, but asking the right questions is equally as important.   

How did you deal with a big mistake, and what did you learn from the experience?

I can’t think of an individual mistake specifically; however, we’re all human and mistakes do happen. I’ve learnt that most mistakes are fixable (although prevention is best!) and dealing with these situations transparently is what counts. 

What does the future have in store for Lucas Fettes?

As a firm, we want to grow with our clients, but it is important for us that we don’t lose our personal feel. We take great pride in really getting to know our clients and building lasting relationships, so it is vital that we maintain this focus as the business moves forward.

What does the future have in store for you personally?

I’m now in my fifth year at Lucas Fettes, having worked for several other companies in the years prior to joining. Professionally, I really appreciate the variety of clients and work I’m involved with, which is great being somebody who enjoys the ongoing process of learning.

www.lffinancialplanning.co.uk

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