Natalie Wright Partner - Head of Family Business
Natalie is a Private Client Partner, UK Head of Family Business and Leeds Office Managing Partner. Natalie has over 20 years experience advising business owners and their families in all aspects of financial planning.
For many, their business and personal affairs are intertwined and Natalie and her team work closely with audit, accounting, corporate finance, and tax to ensure their personal financial plans are aligned to those of their business both now and in the future.
In 2019 Natalie was awarded the prestigious ‘Chartered Financial Planner of the Year’ award by the Personal Finance Society. This is a flagship award given to an individual who exhibits the highest technical skills, whilst demonstrating how they are pushing the profession forward working alongside other professional advisers, to lead to better outcomes for consumers. Natalie has also been recognised for her commitment to improving diversity within the industry, being named in several categories in the Women in Financial Planning Awards 2022 and 2023, and has featured in Accountancy Age’s 30 under 30 list.
Recognised by the FT Adviser as the Top 2 Firms in the UK for Financial Planning and Wealth Management, Natalie’s team now manages over £1.7bn of assets for private individuals and their families.