Investment Advice and Management
Helping to secure both you and your family's future.
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.
”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