Natalie Wright

Do you want a collaborative relationship with your financial planner? About me: I work with families to ensure they can live the life they truly want, collaborating with them to set personal goals and effectively plan their finances. My relationships with clients span over many years and often multiple generations, so trust, honesty and transparency is key. I love what I do, so ensuring that I partner with the right clients for the longer term is an absolute priority for me. Expertise: As a Chartered Financial Planner and having worked in financial services for over 23 years, I have a wealth of experience helping individuals, families and business owners with all aspects of planning their finances. Succession planning and exit planning in family businesses has become a specific area of focus over the last 10 years as I have supported over 100 families through the process to ensure they could design and execute a bespoke a plan for their own circumstances. My Approach: By establishing strong relationships with clients, often extending to two or even three generations and by spending time understanding where they are now and what they want to achieve in the future; I then work with them to create a bespoke financial plan that can evolve with them over time. Financial planning isn't just about setting up investments or arranging new products; getting to properly know you as individuals and your family dynamics, your motivations, worries and long term plans are key to ensure I am able to design a goals based financial plan that can adapt to your changing needs over time. Business Owners: Running a business; either as the owner, the next generation or at senior management level, presents many challenges. By understanding the business, as well as the individuals, we are able to support clients as they move through life and as they define their long term goals. Award Winning: In 2018/19 I was awarded the prestigious ‘Chartered Financial Planner of the Year’ title by the Personal Finance Society (PFS); this is the Society’s flagship award and involves going through a rigorous 3 stage judging process; the ultimate winner must demonstrate superior ability across a broad range of professional skills, an extraordinary commitment to the advancement of their profession and have a focus on delivering the best possible outcomes for consumers. Having received this accolade, it ultimately led me to joining the PFS Practitioner Panel in 2019, where I worked alongside other financial planning professionals for 3 years to provide help, guidance and knowledge sharing to members, in order to create a stronger and more trusted profession. As a firm, I am proud to say we have been in the Financial Times' Top 100 Financial Adviser Firm list for the last 5 years (being in the top 10 throughout the period). Qualifications: - Fellow of the Personal Finance Society (CII), - Chartered Financial Planner (CII), - Advanced Diploma in Financial Planning (CII), - Diploma in Regulated Financial Planning (CII) - Pension Transfer Specialist (CII) - Award in Long Term Care Insurance (CII) Having been appointed Head of Family Business for Forvis Mazars UK in 2019, I am responsible for leading the financial planning with our family-owned and privately owned business clients based in and around Yorkshire. By working closely with audit, accounting and tax teams I can provide a fully joined up approach to ensure that individuals can align their personal financial planning with their business planning.