Natalie Wright
Natalie is a Private Client Partner, UK Head of Family Business and Leeds Office Managing Partner. She has over 20 years’ experience advising business owners and their families in all aspects of tax, financial planning and wealth management.
Experience
For many business owners, their business and personal affairs are intertwined but often this can be overlooked. Natalie and her team work closely with our audit, accounting, corporate finance, and tax teams to ensure our clients’ personal financial plans are aligned with those of their business, both now and over time. Natalie has worked with over 150 families to plan and execute the successful transition of their business, whether that be to the next generation of the family, to existing employees, or to new ownership.
Work Highlights
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 Finance Awards 2022 and 2023 and has featured in Accountancy Age’s 40 under 40 list.
In 2023 Natalie was appointed as Office Managing Partner of the Leeds office. Natalie is incredibly proud of the team and culture that has been established in the Leeds office and will ensure this is nurtured as the team continues to expand, both in the region and internationally.
Accreditations/ Memberships of professional bodies
- Chartered Financial Planner (CII)
- Fellowship of the Personal Finance Society (FPFS)
- EFPA European Financial Advisor (EFA)
Areas of Expertise
- Financial Planning
- Wealth Management
- Business Succession Planning
- Exit Planning and Business Sale
- Retirement Planning
