Adam Katten

We are delighted to announce that NLP Financial Management placed second in the Adviser Firm of the Year Award (London) at the Professional Adviser 2015 Awards ceremony in the City on Thursday, 12 February.  We were highly commended by the judges in one of the most competitive regions.  We will strive to continue to provide an excellent service to all of our clients and would like to thank all of our staff and our clients for helping us to achieve this success.  We look forward to sharing further successes in the future!

We are delighted to announce that we have completed the integration of Birchwood Investment Management Limited (Birchwood), who have joined the NLP Financial Management Group (NLPFM), which will result in the total group now looking after over 2,000 clients and over £550 million of funds.

Birchwood were established in 1982 to provide a personal financial planning service based on high levels of professionalism and integrity, their approach aims to ensure that clients’ financial planning needs are understood, researched and presented in a way that provides them with complete peace of mind

The two companies will still operate from their two locations in Swiss Cottage, London (NLPFM) and in Welwyn, Hertfordshire (Birchwood) and will run as separate companies, but will combine their expertise to provide clients of the group with a more comprehensive service. 14 advisers will provide advice in the merged business, 8 from NLPFM and 6 from Birchwood.

NLPFM director Adam Katten said: “Birchwood’s extensive experience in offering a financial planning service to outplacement companies, provides the group with a great opportunity to promote our services to a whole new range of clients across the country.”

Birchwood managing director Trevor Simms said: “The servicing strength and technical expertise of NLPFM should enable new and exciting services to be offered to our clients and further increase the service offering across the group as a whole.  I am very excited about this new relationship.”

NLPFM chief operations officer Lee Pittal said: “Our plans will be to expand and deepen our investment research operation, streamline and improve our administration processes and introduce new services to clients where appropriate.  We will also look to work closely with our strategic partners to offer a comprehensive financial and tax planning service.”

NLPFM won the accolade of Adviser Firm of The Year for London in both the New Model Adviser and Professional Adviser awards in 2014.