Please click here for more information on NLP Financial Management.
We are pleased to announce that NLP Financial Management have been included in the New Model Adviser Top 100 in 2015. This continues our success in being nominated in each of the past 3 years and we would like to continue building on this to offer all of our clients an excellent level of service.
We are delighted to announce that NLP Financial Management has been short-listed in the Adviser Firm of the Year (London) category at the Professional Adviser Awards 2016. The awards ceremony will take place in February 2016 and we hope to add to our win in 2014 and ‘highly commended’ in 2015.
Figures indicate that millions of people are not saving enough to meet their retirement aspirations, suggesting that Britain is heading for a pensions shortfall.
To encourage more people to set aside money for their retirement, the Government introduced Automatic Enrolment legislation requiring employers to set up workplace pensions for eligible workers and make pension contributions. The measures were introduced in 2012 and will be fully implemented by in 2018.
NLP Financial Management have set up numerous pension schemes for companies under automatic enrolment and are delighted to invite business owners, or anyone responsible for their company’s pension scheme, to attend our FREE breakfast seminar on Friday 30 October, at the Gherkin. Please click the link below for further information.
Auto Enrolment Breakfast Seminar
Please call 020 7472 5555 or email [email protected] to reserve your place.
Pension legislation is constantly evolving. The case study below summarises various tax efficient ways of drawing an income.
If you would like to discuss your circumstances in detail, please contact one of our consultants here.
Pension legislation is constantly evolving. The case study below summarises how pension assets can cascade down the generations.
If you would like to discuss your circumstances in detail, please contact one of our consultants here.
We are delighted to announce that we have arranged a Programme Player Kit Sponsorship with Middlesex County Cricket Club to sponsor the shirts of three of their players in the current season.
We have sponsored the following Middlesex CCC shirts:
- The County Championship shirt for a young English fast bowler called Harry Podmore.
- The One Day Cup Shirt for Paul Stirling who starred for Ireland as an opener in the recent Cricket World Cup.
- The T20 Blast Shirt for a young English batsman who has recently broken into the first team at Middlesex called Nick Gubbins.
We are delighted to be associated with our local County cricket club and wish Middlesex CCC every success in the season.
Paul Stirling from Middlesex CCC commented….
“I am delighted that NLP Financial Management have chosen to become the Programme Player Kit Sponsors of my Royal London One Day Cup shirt for this season and I would like to thank them for their support this year.”
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.
We are delighted to report that NLP Financial Management has added to our recent success at the New Model Adviser awards and been named ‘Adviser Firm of the Year 2014 – London’ by the Professional Adviser magazine at an awards dinner in London.
After being named the ‘New Model Adviser of the Year 2014 for Greater London’ in January, the latest success marks a remarkable start to 2014.
Following the completion of a case study to demonstrate our advice process the judges noted ”Yes, yes, yes! A proper corporate structure with highly qualified, professional people. The case study has been dealt with properly.”
We are extremely proud that our service and professionalism has been recognised and would once again like to thank all our clients and business partners for their ongoing support.
We will strive to continue offering the best service to our clients and hope we can share more successes in the future.
