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.
”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