about_us

Your financial affairs in a safe pair of hands.

NLP Financial Management Limited was founded in 2003 as a boutique financial planning business.

Our goal is to assist clients in meeting their financial planning requirements as they move through the different stages of their lives.

We pride ourselves on delivering a personal service tailored to the needs of each of our clients.  This includes regular meetings and discussions with clients to ensure that financial solutions continue to meet their needs.

By working closely with clients and through obtaining a detailed understanding of their circumstances and goals, we can provide our clients with a comprehensive holistic financial planning service incorporating the following:

•    Investment Planning and Portfolio Management
•    All aspects of Pre and Post-Retirement Planning
•    Inheritance Tax Planning
•    Protection Planning, including Life Insurance and Private Medical Insurance
•    Corporate Financial Planning, including employee benefits

We are fee based advisers and understand that our clients value our professionalism and transparency with regards to all aspects of the financial planning process.  Treating our clients in a swift, fair and professional manner is integral to our business.

We are delighted to announce that we have been named in the New Model Adviser Top 100 in 2015, which confirms our continued strive to remain a leader firm of advisers.

To contact one of our Consultants for a free initial consultation, please visit our contact page.

Please note that Tax Planning is not regulated by the FCA.
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