The practice
A fully independent private practice for families and individuals with significant wealth.
Get In TouchA more considered approach
NA Financial is a fully independent private practice that helps protect, structure and manage your wealth, with the discretion, expertise and personal care of a long-standing trusted adviser.
We work with a small number of clients. That is a deliberate choice. It is what allows us to attend to each one properly: to know the detail of their situation, to remember what matters to them, to notice when something has changed.
Fully independent
Under FCA rules, we are classified as independent advisers. This means our recommendations are based on a comprehensive and fair analysis of the relevant market and are tailored to your individual circumstances, needs and objectives
How we work
The relationship begins with a discovery meeting.
We listen before we advise. We want to understand your full situation: what you have built, what you want to protect, what you hope to pass on, and what keeps you up at night.
From that meeting, we produce a written summary of where things stand and a clear proposal for how we would structure your affairs. You review it. We discuss it. Nothing moves until you are confident.
Once the relationship is established, we work to a defined rhythm: an annual review meeting, a mid-year written summary, and a year-end letter reflecting on the year and looking ahead. Between those points, we are available. That is what the relationship is for.
Services
Wealth
Structuring and managing what you have accumulated. We take an independent view of your assets, how they are performing against your goals, and whether the structures around them remain appropriate. We are not tied to any platform or provider, so our advice follows your needs, not our relationships.
Retirement
Preparing for, and living well within, the years you have earned. Retirement planning is an ongoing process of structuring income, managing drawdown, and ensuring your wealth continues to support your future. We help you consider the whole picture, from pensions and investment income to tax efficiency.
Tax
Providing advice to help optimise your position across income, capital gains and estate planning.
Succession
Helping you pass on wealth in line with your wishes
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning
Protection
Providing financial resilience for you and those who depend on you. Life insurance, income protection and critical illness cover form an important part of a comprehensive financial plan. We assess existing arrangements, identify areas for consideration and recommend appropriate solutions tailored to your circumstances.