Middlesex County Cricket Club

By | Financial Planning

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.”

NLPFM Highly Commended by Judges at the Professional Adviser Awards 2015

By | Financial Planning

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!

Expansion of NLP Financial Management

By | Financial Planning

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.


Double Top for NLP Financial Management!

By | Financial Planning

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.

Auto Enrolment – Are You Prepared?

By | Financial Planning

Under new rules that began to be phased in from October 2012, employers are required to automatically enrol all eligible members of staff into a workplace pension scheme and pay a minimum contribution into the arrangement for the employee’s benefit. This has been described as the most radical change to employee benefits since the introduction of the National Minimum Wage.

We have invested considerable resources into the Auto Enrolment process.  As a starting point we urge employers to read this brief guide to understand the employer obligations and the work involved.

Based on the experiences of companies who have staged, employers should begin the Auto Enrolment process at least 12 months prior to their staging date.

For further information on when your staging date is, or for a free initial consultation, please do not hesitate to contact one of our consultants on 020 7472 5555, or here.


New Model Adviser of the Year 2014

By | Financial Planning

We are delighted to announce that NLP Financial Management was named the New Model Adviser of the Year 2014 for Greater London at an awards ceremony in London.   This success follows on from being shortlisted for the award in 2011 and 2012.

Upon collecting the award, Adam Katten noted that our care and attention to both staff and clients was crucial to our success.

‘We care a lot about our staff, which is very important. We helped with training to get some staff up to chartered status, and we put clients first; it’s always been the mantra. I think a combination of care for staff and clients naturally leads to growth in business.’

We would like to thank all of our clients and business partners for their on-going support and look forward to enjoying further success in the future.




New Model Adviser Top 100

By | Financial Planning

Following on from our success last year, we are delighted once again to have been selected in the ‘New Model Adviser Top 100’.

The New Model Adviser publication has travelled the country and compiled a selection of Advisers whom they believe represent the best of the New Model Adviser community.

“Our Top 100 represents not just the very best in the profession, but those at the vanguard of innovation using new model principles”Natalie Fast, New Model Adviser audience development manager.

Autumn Statement 2012

By | Financial Planning

The 2012 Autumn Statement contained several points that require attention.

The continuation of HMRC clampdown on tax avoidance further restricts the planning avenues available.  Pension tax relief and benefits have once again been targeted, although there are still opportunities to maximise contributions and protect current pension benefits prior to April 2014.

For full details of the 2012 Autumn Statement, please follow this link to the HMRC website.



Please note that we are not responsible for the content of external websites.

Office Move

By | Financial Planning

We are delighted to announce that after 9 successful years at Regina House, we have moved 150 meters down the Finchley Road to bright, newly refurbished, larger offices.

From a small two person business in 2003, we have grown to a company with over 20 employees and over 250 clients.  In order to accommodate our growing business we required more office space and we hope to expand the business further from our new Charles House base.  We look forward to welcoming you to our new home:

Charles House
108-110 Finchley Road


Full contact details can be found here.