Cavendish advises Stonewood Group on the sale of NLP Financial Management to Saltus.

Cavendish is pleased to announce that it has advised the shareholders of NLP Financial Management, a well-established UK financial planning firm, on its sale to Saltus Group, the wealth management and financial planning business backed by Preservation Capital Partners.

NLP is a highly regarded advice-led business with a holistic financial planning proposition, serving a mass-affluent and high-net-worth client base across London and the South-East. The firm offers comprehensive services spanning retirement planning, tax-efficient investing, wealth structuring and discretionary investment management, delivered by an experienced team of financial planners.

Saltus’ acquisition of NLP represents a strong strategic fit, adding further depth to its planning capability and broadening service coverage across key client segments.

Ben Goldring, Partner at Cavendish, commented:

“I am delighted to have advised on the sale of NLP, an advice-led proposition offering a comprehensive service to its mass-affluent and high-net-worth client base located predominantly across London and the South-East.

I look forward to seeing its continued success in its new home.”

This transaction builds on Cavendish’s strong track record in the wealth and financial planning sector, marking the firm’s eighth transaction in the space in 2024 and 2025.