Adam Katten - NLP Financial Management
Position/s available: Experienced holistic advisers who are used to dealing with the affairs of high-net-worth clients.
Qualifications required? Diploma standard with the objective of achieving chartered status.
Assets required? Circa £25 million of transferrable client assets.
Why is your firm different?
Unique offering for advisers with client funds under management which provides a sound secure future for the adviser.
Access to high quality tax and accounting solutions, with both directors being chartered accountants, and through its close relationship with NLP chartered accountants.
Ability to advise clients who wish to direct their own portfolios.
Consistent returns provided by investment committee who have a clear objective to maintain low volatility.
Highly ethical organisation whose standards will not be compromised.
What is your plan for 2013? How does this hire tie into your plans?
To continue to build the assets under management by gradually acquiring IFA practices whose client proposition fits in with our own. To slowly expand the advisory team with highly qualified people. To develop further relationships with firms of accountants and solicitors.