Wealth Management
NLP Financial Management Limited assists our clients to exploit the financial potential of their business or personal assets. The company is regulated by the Financial Services Authority and provides a totally independent service.
By working closely with our clients and using our detailed understanding of their circumstances and goals, we can provide them with a comprehensive financial service tailored to their needs.
Our clients can expect the benefit of expert advice on the following:
• Investment planning and portfolio management
• All aspects of pre and post-retirement planning
• Inheritance tax planning
• Corporate financial planning, including employee benefits
• General Protection, i.e. Private Medical Insurance
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Lee Pittal is a partner of Nyman Libson Paul and a director of NLP Financial Management Limited. He has been giving both corporate and personal financial advice for thirteen years. Lee is an accountant and qualified tax adviser and investment manager dealing particularly with high net worth clients and product development.
Graham Mendoza-Wolfson is a senior consultant, bringing over 15 years experience within the financial services industry to clients of the practice. He advises both corporate clients and individuals on pension, investment, tax mitigation and protection matters. Previously a property company director, Graham also brings useful experience in this arena.
Graham has in the past acted as an expert witness and holds Advanced FPC qualifications in tax, trust and individual financial planning.
NLP Financial Management Limited is authorised and regulated by the Financial Services Authority.
To contact Lee Pittal
Tel: 020 7433 2469
Email: lee.pittal@nlpfm.co.uk |