Financial Planning

Holistic advice and guidance to secure your financial goals.

Whether you are planning your retirement or passing on an inheritance, the issues are often complex and the laws are often changing…

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.



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.


Some firms are discretionary investment managers and some are advisers. We cover both – giving your financial plan more investment manoeuvrability.


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.

& 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.


Make more informed financial decisions to achieve your goals


Plan ahead with a pension adviser to make the most out of life after work


Create a long term plan to seize opportunities and grow your wealth

Tax Efficient

Get the most out of your investments using ISA’s and other tax wrappers

Tax Planning

Leave a more rewarding legacy to your loved ones, not the tax man


Safeguard your family in the event of ill health or should the worst happen

Corporate Planning

Manage your company’s pension scheme and protect your business, staff and directors through tailored planning

Find out more

Looking to create a holistic financial plan? Call us today on 020 7472 5555.