Nathan Mulrooney 

Business Development Associate 
Nathan joined the New Vision team in June 2024. He is currently working closely with Carol; servicing our clients as a trainee financial adviser and assisting with business development. Nathan will support our existing and future clients during their time with New Vision and he will look for and support our business development ideas and projects. 
 
He is currently working towards attaining competent adviser status from the FCA. 
 
"I enjoy my role as it allows me to develop relationships with clients and explore opportunities to enhance our current services and expand. I believe I can make a meaningful contribution with my networking and marketing skills." 
 
In the short term, Nathan's goal is to achieve competent adviser status from the FCA and learn new skills from his mentor, Carol. Later down the line, he would like to further develop his skills by completing the Level 6 Chartered Insurance Institute (CII) exams to achieve chartered status. 
 
After graduating from university, Nathan jumped straight into the industry and began his journey within the financial services sector, working for a company in Sandbach. He has remained in the industry for 17 years, taking on a variety of roles.  
 
"The financial services industry in the UK is a great field to work in and develop a career." 
 
During his 17 years in the industry he has worked for one financial broker, two pension providers and three IFA firms. He holds a Level 3 certification in financial services and a Level 4 diploma in financial planning from the Chartered Insurance Institute. 
 
The one word that would sum up Nathan is outgoing. He wears his heart on his sleeve and gets along well with all types of people. He has great conversations with the people he meets and does a good job of sending out positivity to the world. 
 
In his spare time, he enjoys playing golf, going to the gym, reading books, and socialising with family and friends. He is a devoted supporter of Everton Football Club. When given the opportunity, he will do some caddying on the European and Asian golf tours. 
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