Investment Advice and Management

Helping to secure both you and your family's future.

The trouble is knowing how to invest intelligently. What should I invest in? How long for, how much and how often?

Our philosophy at NLP Financial Management is simple: ‘Your financial affairs in a safe pair of hands’. Our wealth preservation approach has been popular with our clients as we guide them through the maze associated with each area of the financial planning process.

Our consultants are experienced, qualified and independent. That means we are not tied to a particular financial product – so our advice is tailored to your interest, not ours.

We also have an in-house discretionary service. This allows us to take swift, corrective action to keep your investments safe and growing. With today’s markets often facing tumultuous waters, this gives you an extra advantage and safety net.

What’s important is that your investment plan is robust and meets your unique financial goals. This is a long-term dynamic, so we hold regular face-to-face meetings with our clients to monitor your progress.

Our process keeps you informed about your investments and nurtures a trusting, personal relationship where we can fully understand your goals, adjusting your plan to meet changing circumstances.

Lee Pittal

Need more information?

If you’d like to speak to an adviser about your investment plan, call us on 020 7472 5555 or fill in the form below. Alternatively, you can also download our brochure below.

Download our brochure

Adam has been our financial advisor for 13 years. From a small start to what is now a very substantial investment portfolio, we have had first class service and wise advice all the way through. The discretionary managed service has been extremely helpful in reducing the personal time that has to be committed to investment management, whilst being confident that our investments are being well looked after according to the risk profile that we have agreed.”

Deryk King

Discretionary
Solutions

We proactively manage your portfolio allowing swift action to be taken as soon as events dictate to safeguard and augment your wealth.

Flexible
Portfolios

Whether you want to be actively involved in your investments or trust the work to a specialist, we can devise a plan and portfolio which suits you.

Independent
Advice

As an independent firm, we are not tied to any financial product. This means we recommend financial products which benefit you.

Personalised
Service

Clients tend to stay with us for many years, because a strong foundation of trust exists, meeting regularly and always listening to their needs.

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.

Financial
Planning

Make more informed financial decisions to achieve your goals

Pension
Planning

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

Investment
Management

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

Tax Efficient
Investments

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

Inheritance
Tax Planning

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

Protection
Planning

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 solid investment plan? Call us today on 020 7472 5555.