Financial planning company scoops major award

Financial planning company scoops major award

A Jewish-run financial planning company has scooped a major award.

NLP Financial Management took home the 2014 Citywire New Model Advisor of the Year gong for Greater London at an annual conference and awards ceremony in central London. The firm had twice been shortlisted for the accolade in previous years.

Adam Katten, who co-directs the company with Lee Pittal, put the company’s success down to its care for clients and staff alike.

Katten, who attends Ner Yisrael and Alei Tzion, added: “This conference is attended by financial planning firms throughout the country. There were over 400 entries for this award with 8 winners across different regions so I do believe this is a significant achievement.”

The awards are organised by New Model Advisor, a national magazine for financial planners, which forms part of Citywire.  The awards were presented  Citywire chair by Lawence Lever, former financial editor editor of the Mail on Sunday.

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