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  • Adam Katten

    Adam Katten

    Managing Director

    Adam joined NLP Financial Management Limited as a Director in March 2005.  He advises high net worth individual clients and corporate clients in all areas of financial planning but with a focus on investment.  Adam advises clients on portfolios ranging from £250,000 to £10 million with the average portfolio being around £1 million.

    Adam qualified as a Chartered Accountant at BDO Stoy Hayward before switching across to financial planning and helping to run their financial planning business as a director.

    Adam has a passion for client service and has ensured that his high standards are replicated by all staff as part of the culture of NLP Financial Management Limited.

    Contact Adam on 020 7472 5550

  • Lee Pittal

    Lee Pittal

    Finance Director & Chief Operations Officer

    Since leaving university in 1990, Lee has been giving clients both corporate and personal advice. He is a Chartered Accountant, Chartered Tax Adviser, and qualified investment manager dealing with high net worth clients and product development.

    Lee was a director of the investment management group at BDO Stoy Hayward and oversaw the property strategy group within BDO Stoy Hayward Investment Management, helping to create and manage their in-house property funds. He has developed a number of property investment opportunities for clients with one property development deal being in excess of £250 million.

    Lee has established a wide group of contacts among professional firms and was instrumental in setting up NLP Financial Management Limited. His entrepreneurial flair has enabled him to create a number of opportunities for clients over the years.

    Contact Lee on 020 7472 5544

  • Graham Mendoza-Wolfson

    Graham Mendoza-Wolfson

    Senior Consultant

    Graham has over 25 years experience as a financial adviser, providing guidance and advice to a wide range of clients, both personal and corporate. Graham is a ‘practical technician’ – analysing and then offering targeted solutions to fit individual circumstances, often working in tandem with the client’s other professional contacts.

    Although Graham has particular strengths in Pension and Inheritance Tax planning, he aims to offer a rounded and holistic service to his clients. Graham is a long standing member of the Personal Finance Society and holds Diploma status.

    Contact Graham on 020 7472 5551

  • Chad Atwal

    Chad Atwal

    Senior Consultant

    Chad Atwal graduated with an Economics degree in 1999 and has over 14 years of financial planning experience. He  has previously advised clients with a range of financial planning matters at BDO Stoy Hayward Wealth Management and Mercer Employee Benefits.

    Chad works closely with many of our professional connections and provides financial planning advice to both their Corporate and Individual Clients.  He is currently working with a  number of corporate clients to ensure they comply with Automatic Enrolment legislation.

    Chad holds the Diploma in Financial Planning and is a member of the Chartered Insurance Institute.

    Contact Chad on 020 8782 1680

  • Laura Gannaway

    Laura Gannaway

    Consultant

    Laura joined NLP Financial Management in 2004 to work alongside Adam Katten, having previously worked for Barclays.  Laura became a consultant in 2010 and now has a number of both corporate and personal clients.  In addition to managing her own clients, Laura continues to work alongside Adam to assist him with a number of his clients.

    Laura holds the Diploma in Financial Planning and is working towards Chartered status.  She is also a member of the Chartered Insurance Institute.

    Contact Laura on 020 7472 5560

  • Elliot Gothold

    Elliot Gothold

    Consultant

    Elliot joined NLP Financial Management in 2011, providing support to Lee Pittal’s clients.  He has over ten years’ experience in the Financial Services industry, having previously worked as an Investment Analyst for a City-based wealth management firm and also as an Independent Financial Adviser.  Elliot became a consultant in 2014 and looks after a number of individual and corporate clients.  In addition, Elliot continues to work alongside Lee to assist him with his clients and is a member of the NLP Financial Management Investment Committee.

    Elliot is a Chartered Financial Planner and holds the Advanced Diploma in Financial Planning.  He is a member of the Personal Finance Society and Chartered Insurance Institute.

    Contact Elliot on 020 7472 5543

  • Jacob Schmidt

    Jacob Schmidt

    Chief Investment Analyst

    Jacob H Schmidt heads up our investment research and is a member of the investment committee.  Jacob has over 25 years of experience in trading, investing and researching all major asset classes, having worked for Creditanstalt-Bankverein in Vienna, Citibank London and the investment bank Donaldson Lufkin & Jenrette (now part of Credit Suisse) where he was Vice President, Derivatives and Head of Germany, Austria and Switzerland.   Jacob studied law at the University of Graz and economics at the University of Economics in Vienna.  He is also CEO of Schmidt Research Partners and adjunct professor of finance at Webster University and senior lecturer at Regent’s University London.

    Jacob specialises in investment and operational due diligence of traditional and alternative investment vehicles and helps construct portfolios aimed at providing attractive returns relative to the level of risk taken.

  • Stuart Saberi

    Stuart Saberi

    Investment Analyst

    Stuart joined NLP Financial Management in January 2007 from Canada Life.  He is our in-house investment research analyst and is responsible for the day to day management of the investment panel.  This includes regular meetings with the fund managers we are invested in and looking for new investment opportunities.

    In addition Stuart is also a member of the NLP Financial Management Investment Committee which determines the wider investment strategy for client portfolios.  Stuart holds the Investment Management Certificate and also has a law degree.

    Contact Stuart on 020 7472 5554

  • Latrena Petkova

    Latrena Petkova

    Assistant Consultant

    Latrena joined NLP Financial Management in August 2010 and is currently working as an Assistant Consultant.  Having graduated from Cass Business School with a degree in Banking and International Finance, she went on to work in a boutique investment firm for a year as a member of their sales support team. Latrena holds the Diploma in Regulated Financial Planning.

  • Janine Willis

    Janine Willis

    Assistant Consultant

    Janine joined NLP Financial Management in November 2010 to provide assistance to Graham Mendoza-Wolfson with the planning and research for his clients. She has over 10 years experience in the Financial Services industry, having previously worked as an Independent Financial Adviser for a City-based IFA.  Janine attained her Advanced Diploma in Financial Planning in 2013 and holds Chartered Financial Planner Status.

  • Tom Burrill

    Tom Burrill

    Assistant Consultant

    Tom joined NLP Financial Management in March 2014 to work as an Assistant Consultant, having previously worked for Pantheon Financial Management for nearly 8 years as a Planning Analyst.  Tom has completed the Regulated Diploma in Financial Planning and is studying towards Chartered Status.   Tom is a family man with two children and loves sport in general, particularly rugby and cricket.  Tom occasionally participates in triathlons and competed in the Artemis Great Kindrockit Quadrathlon in July 2015 and previously completed the London Triathlon in 2011 and the London Marathon in 2008.

  • Jack Grey

    Jack Grey

    Assistant Consultant

    Jack joined NLP Financial Management in February 2013 and works as an Assistant Consultant providing support to Adam Katten.  He previously worked for Aviva for seven years specialising in individual and group pensions, and is currently studying towards the Diploma in Regulated Financial Planning.

  • Urvi Shah

    Urvi Shah

    Assistant Consultant

    Urvi initially joined NLPFM in March 2010 and returned in April 2014 after having a career break for 2 years. She graduated from Imperial College with a degree in Chemistry and proceeded to do a Masters in Marketing before joining the financial services sector. Having previously worked as a Mortgage Adviser, and then a Paraplanner with a boutique IFA, she is now an assistant consultant to Lee Pittal and has over 10 years’ experience in the financial services industry. She holds the CeMAP qualification and has attained the Diploma in Regulated Financial Planning.