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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 Conduct 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

We also offer a Discretionary Management Service to manage investments for clients.  We will initially consider how to allocate funds between different asset classes before selecting appropriate funds in each asset class.

We are delighted to announce that we were winners of the New Model Advisor Awards 2013 in the Greater London section having been runners up in 2011 and featured in their Top 100 firms in 2012 and 2013.

Private Clients Newsletter

Click here to download the Autumn 2013 newsletter

Click here to download the Spring 2013 newsletter

Click here to download the Summer 2012 newsletter

Adam Katten is a partner of Nyman Libson Paul and a director of NLP Financial Management Limited.  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 has a passion for client service and has ensured that his high standards are replicated by all staff at NLP Financial Management Limited.

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, being an accountant and qualified tax adviser and investment manager dealing particularly with high net worth clients and product development.

NLP Financial Management Limited is authorised and regulated by the Financial Conduct Authority.

To contact Adam Katten
Tel: 020 7433 2433
Email: adam.katten@nlpfm.co.uk

To contact Lee Pittal
Tel: 020 7433 2469
Email: lee.pittal@nlpfm.co.uk

Click here to download a copy of our brochure