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NLP Financial Management

NLP Financial Management Ltd are one of Get Dental’s partners, by extending the services, we are able to offer a holistic approach to your financial and life planning.

1. Multi award winning client service proposition.

NLPFM have won over 7 industry awards and commendations illustrating their commitment to remaining a professional, leading team of advisers putting their clients at the centre of everything they do.

2. Tax efficient advice.

NLPFM strive to provide investment advice that mitigates their clients’ tax liabilities and maximizes the amount of money they save. In addition, effective planning (investment, retirement and estate) ensures families are not faced with uncertainty and unexpected tax charges in the future.

3. An award-winning Discretionary Management Service with a strong bias towards low volatility. They listen to their clients in terms of their attitude to risk, which will be determined by several factors including age, goals and desired investment timelines. Their discretionary service enables NLPFM to capitalise on investment opportunities so a client’s portfolio is performing at an optimum level which is consistently monitored through their internal investment committee.

4. Specialisms within the company in the following areas:

  • Auto-enrolment – they can advise on the most effective pension planning for your business.

  • Inheritance Tax planning with cash flow modelling – this is a complex area where the rules consistently change; they stay one step ahead helping their clients gain clarity and peace of mind.

  • Retirement planning – the earlier you start planning for later life, the more likely you are to maintain a comfortable retirement, without the need to work longer than you may wish to, or even be able to, subject to health and unforeseen circumstances.

  • Tax-efficient Investment solutions.

  • Trusts – they use trusts alongside other specialist investments to manage their clients’ portfolios efficiently whilst reducing risk and volatility.

For a free initial consultation, please contact:

Adam Katten – Managing Director

T: 020 7472 5550

NLP Financial Management Limited is authorised and regulated by the Financial Conduct Authority


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