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
London
NW3 5JJ

 

Full contact details can be found here.

New Model Adviser Top 100

By | Financial Planning

After travelling the country, the New Model Adviser publication have compiled a selection of Advisers whom they believe represent the best of the New Model Adviser community.  We are delighted to have been selected in the ‘New Model Adviser Top 100’ and believe this reflects our philosophy of swift, fair and professional financial advice.

“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.

Post-Budget Opportunities

By | Financial Planning

As usual, there were perhaps as many opportunities arising from what the Chancellor did not change in the Budget as there were from new legislation introduced… individuals can obtain income tax relief of 30% on investments as well as the ability to defer capital gains tax. For further information… 020 7433 2458.

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