Natalie Wright Director - Chartered Financial Planner

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Natalie is a Chartered Financial Planner and a Director of our Independent Financial Planning team. Having worked in financial services for over 18 years, Natalie has a wealth of experience helping individuals, families and business owners with all aspects of their financial planning, both UK based and Internationally.

Natalie is responsible for leading the financial planning with our Entrepreneurial Business clients based in Yorkshire, which involves working closely with our audit, accounting and tax teams in order to provide a fully joined up approach to ensure that individuals can align their personal financial planning with their business planning.

In 2018 Natalie was awarded the prestigious ‘Chartered Financial Planner of the Year’ title by the Personal Finance Society. 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. Natalie has also been named in CityWire’s Top 35 under 35 list for the last 3 consecutive years, as well as being one of their cover stars.

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