NLP Financial Management Limited

Reference number: 221468

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When nlpfm.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7472 5555 is
  • Who else gives the postcode NW3 5JJ
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Lanmor Wealth Management Trading name
  • Chiltern Financial Management Former trading name
  • Stonewood Financial Planning London Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04339336
Company status
Active
Company type
Private limited company
Incorporated
13 December 2001 (24 years old)
Registered office
4500 Parkway Parkway, Fareham, Hampshire, PO15 7AZ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Edwards Director Mar 1974 28 Nov 2025 15 other companies
Daniel Robert Underwood Director May 1983 28 Nov 2025 33 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
37
closed down
10
are FCA-registered
10

In the full report: all 37 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 10 on the FCA register, including one no longer authorised
  • The 11 companies these 2 directors run together
  • All 25 people who have ever been directors, with their dates
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Key dates in its history

NLP Financial Management’s history from the FCA register and Companies House, newest first.

Key events (29) All events (87)

2025

28 November 2025

  • Board replaced: all 3 directors left and 2 new directors took over
  • Aris Solon Tatos gave up control
  • Isabel Villalba Schmid gave up control
  • Jacqueline Helen Chshire gave up control
  • Mark Brian McMullen gave up control
  • Phillippe Sebastien De Salis gave up control
  • Saltus Financial Planning Limited took control (75–100% of shares)
  • Wayne Phillip Elliott gave up control

Companies House

15 January 2025

  • Isabel Villalba Schmid took control (75–100% of shares)

Companies House

2024

20 February 2024

  • Aris Solon Tatos took control (75–100% of shares)
  • Jacqueline Helen Chshire took control (75–100% of shares)
  • Mark Brian McMullen took control (75–100% of shares)
  • Phillippe Sebastien De Salis took control (75–100% of shares)
  • Wayne Phillip Elliott took control (75–100% of shares)

Companies House

2023

28 September 2023

  • Natalie Patterson no longer has significant control
  • Sean Patterson no longer has significant control

Companies House

2021

31 December 2021

  • Natalie Patterson gained significant control
  • Sean Patterson gained significant control
  • Truinvest Group Limited gave up control

Companies House

2 March 2021

  • Eatondell Limited stopped being a part-owner
  • P.L.R. Nominees Limited stopped being a part-owner
  • Truinvest Group Limited took control (75–100% of shares)

Companies House

2018

13 March 2018

  • Eatondell Limited became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • P.L.R. Nominees Limited became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

21 March 2012

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2003

1 April 2003

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

13 December 2001

  • Incorporated at Companies House

Companies House

In the full report: all 87 events

  • All 87 events in its history (29 shown here)
  • Every director appointment and resignation: 50
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Firms connected to NLP Financial Management

Other FCA-listed firms that share a director, phone number or address with NLP Financial Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
10
share a director
10

In the full report: all 10 connected firms, named

  • How each is linked: shared directors (10)
  • Who links each one: the named directors, with dates
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Firms like NLP Financial Management

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on NLP Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 37 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 87 events in its history
  • 10 connected firms, named, and who links them

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Frequently asked questions about this firm

Is NLP Financial Management Limited FCA authorised?
Yes, NLP Financial Management Limited (FRN 221468) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2003 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is NLP Financial Management’s phone number and website?
The FCA register lists the phone number 020 7472 5555 and the website nlpfm.co.uk for NLP Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is NLP Financial Management a scam or clone?
NLP Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with NLP Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about NLP Financial Management to the Financial Ombudsman Service, free of charge.
Who owns NLP Financial Management?
NLP Financial Management is owned by Saltus Financial Planning Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 28 November 2025. Before that, it was controlled by Truinvest Group Limited, Natalie Patterson and Mr Sean Patterson.
Who runs NLP Financial Management?
Companies House lists 2 directors of NLP Financial Management: Jason Edwards and Daniel Robert Underwood.
How long has NLP Financial Management been in business?
The company was formed on 13 December 2001, and has held its current FCA authorisation since April 2003.
Does NLP Financial Management use any other names?
It trades as Lanmor Wealth Management. It has previously used 2 other names: Chiltern Financial Management and Stonewood Financial Planning London.

Sources and links

The full report on NLP Financial Management Limited

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