NLP Financial Management

NLP Financial Management is a firm of Independent Financial Planners that provides financial planning and portfolio management services. They focus on wealth preservation to assist clients with the complexities of financial planning.
  • Pension Planning
  • Financial Planning
  • Corporate Planning
  • Protection Planning
  • Inheritance Tax Planning
  • Tax Efficient Investments
  • Investment Advice and Management

Size
Small
Phone
020 7472 5555
Email
N/A
Locations
CHARLES HOUSE, 108-110 Finchley Rd, NW3 5JJ
02074725555
8:00 - 18:00
Digital Popularity
Popularity over time
Social Media
Competitors
Raymond James, Golders Green
Raymond James, Golders Green has been providing expert wealth management and financial planning services for over 20 years.
Herbert & Webster
Herbert & Webster provides personalised financial planning and wealth management services specifically tailored for high net worth individuals and their families.
AFS Financial Management
AFS Financial Management Limited is an independent financial planning firm that has been in operation for over 35 years.
Company Details
NLP Financial Management is operated by NLP Financial Management Limited and is a Active company incorporated on 13 December 2001 with the registered office located in London, Greater London. NLP Financial Management Limited was registered 23 years ago.

Status
Active
Size
Small
Directors
4
Age
23 years old
Employees
47
Turnover
£5.8M
Total Assets
£3.43M
Cash in Bank
£2.05M
Total Liabilities
-£798.8K

Director • Consultant • British • Lives in England • Born in Aug 1965
Director • British • Lives in England • Born in Feb 1977
Director • South African • Lives in Guernsey • Born in Mar 1972
Director • South African • Lives in Malta • Born in Jun 1972
Mr Aris Solon Tatos
PSC • Belgian • Lives in Switzerland • Born in Jul 2007
Mrs Jacqueline Helen Chshire
PSC • Swiss • Lives in Switzerland • Born in Jan 1972
Teams
All
16
Finance
10
Consulting
9
Management
2
Administration
2
Other
1
Director • Joined Mar 2005
Administration Manager • Joined Feb 2018
Accounts Manager • Joined Jan 2015
Administrator • Joined Feb 2023
Associate Paraplanner • Joined Jan 2025
Marketing Consultant • Joined Nov 2017
Senior Investment Analyst • Joined Jul 2018
Business Development Consultant • Joined Jan 2012
Chartered Financial Planner • Joined Apr 2021
Senior Financial Planner • Joined Sep 2006
Accounts Manager • Joined Jan 2015
Associate Paraplanner • Joined Jan 2025
Senior Investment Analyst • Joined Jul 2018
Chartered Financial Planner • Joined Apr 2021
Senior Financial Planner • Joined Sep 2006
Financial Planner • Joined Oct 2016
Trainee Paraplanner • Joined May 2023
Financial Planner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Financial Paraplanner
Director • Joined Mar 2005
Administration Manager • Joined Feb 2018
Associate Paraplanner • Joined Jan 2025
Marketing Consultant • Joined Nov 2017
Business Development Consultant • Joined Jan 2012
Chartered Financial Planner • Joined Apr 2021
Senior Financial Planner • Joined Sep 2006
Financial Planner • Joined Oct 2016
Financial Planner • Joined Oct 2023
Chartered Financial Planner • Joined Jan 2022
Financial Paraplanner
Administration Manager • Joined Feb 2018
Administrator • Joined Feb 2023
Junior Financial Paraplanner • Joined Apr 2022
View 16 members