Financial Planning
Holistic advice and guidance to secure your financial goals.
By working with an independent financial planner at NLP Financial Management you can ensure you have the most information to make intelligent financial decisions in line with a sound financial strategy.
Our service begins with a consultation with one of our consultants, which is completely free and without obligation, this gives us the opportunity to understand your situation and needs, so we can tailor a financial plan appropriate to your goals.
Once your financial plan is in motion, we review its progress as we go along. Life can change, so your plan should be adaptable to whatever time may bring; our aim is to be a trusted and dependable financial partner to you over the years ahead.
Our financial planning service includes:
- Discretionary investment management (allowing us to quickly respond to events as they transpire).
- Wealth management (combining investment management within financial planning).
- Inheritance tax advice and planning
Our process keeps you informed about your investments and nurtures a trusting, personal relationship where we can fully understand your goals, dynamically adjusting your plan to meet your circumstances.
Need more information?
If you’d like to speak to an adviser about your financial goals, call us on 020 7472 5555 or fill in the form below. Alternatively, you can also download our brochure below.
Download our brochure
”We have worked with Graham for many years, during this time we have built up an excellent level of trust and understanding as he has consistently and diligently provided us superb expert financial advice. He has listened carefully to our concerns and aspirations and steered us knowledgeably through the various stages of life requiring expert financial guidance, navigating each stage with outstanding expertise and professionalism. We would not hesitate to give him the highest possible recommendation to future clients.
Ruth
Need more information?
Find out more about our clients, who we are and how our financial planning and investment process works.
Download our brochure
Charity partners
We are dedicated to “giving back” to charities through a percentage of fee donations.
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Collective
Knowledge
Our consultants not only specialise in financial planning, but we can also help with your legal and accounting needs, making sure you get the right advice from the right people.
Trusted
Portfolios
Some firms are discretionary investment managers and some are advisers. We cover both – giving your financial plan more investment manoeuvrability.
Personalised
Solutions
Every person is different, so our consultants deliver a bespoke service to fit your needs and financial situation. No “one size fits all”, but 100% tailored to you.
Specifics
& Full Service
Perhaps you need help achieving one goal – planning your retirement. Or, perhaps you have multiple goals, including a review of your tax situation. Regardless, we can assist.
Other ways we can help…
From financial planning to pensions, inheritance and tax-efficient investments, NLP Financial Management are a safe pair of hands for your financial affairs. Find out more below.
Corporate Planning
Manage your company’s pension scheme and protect your business, staff and directors through tailored planning
Find out more