Natalie Wright

Natalie Wright Email and Phone Number

Office Managing Partner & Head of UK Family Business at Forvis Mazars in the UK @ Forvis Mazars in the UK
Natalie Wright's Location
Leeds, England, United Kingdom, United Kingdom
Natalie Wright's Contact Details

Natalie Wright work email

Natalie Wright personal email

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About Natalie Wright

I am the UK Head of Family Business and a Partner at Forvis Mazars; an international organisation specialising in audit, accountancy, advisory, tax & legal services.My main goal is to help family’s structure their business to ensure it has longevity and can survive well into the future. I do this by helping them to understand where they are now, identify their goals and map out a plan that will help them achieve these, whilst addressing any risks along the way. I work with owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. In addition to my Family Business role I am responsible for leading the financial planning and wealth management team for our Entrepreneurial Business clients based in Yorkshire, and work closely with our audit, accounting and tax teams to provide a fully joined up approach to ensure that individuals can align their personal and business success. My main focus is to give my clients their time back so they can focus on what they do well, confident in the knowledge that they are financially secure.I was awarded Chartered Financial Planner of the Year by the Personal Finance Society in 2018/19 https://www.pfsawards.org/ ✉ natalie.wright@mazars.co.uk ☎ 07881 283456

Natalie Wright's Current Company Details
Forvis Mazars in the UK

Forvis Mazars In The Uk

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Office Managing Partner & Head of UK Family Business at Forvis Mazars in the UK
Natalie Wright Work Experience Details
  • Forvis Mazars In The Uk
    Office Managing Partner - Leeds
    Forvis Mazars In The Uk Sep 2023 - Present
    Leeds, England, United Kingdom
    Responsible for guiding our business’s strategic direction and managing day-to-day activities. My focus is on maintaining positive client relationships, driving new business across service lines, as well as developing and implementing our strategic goals, procedures, and policies. I work closely with our UK executive, partner group, and employees to manage, monitor, and review our business operations.
  • Forvis Mazars In The Uk
    Private Client Partner & Head Of Uk Family Business
    Forvis Mazars In The Uk Jan 2021 - Present
    Leeds, England, United Kingdom
    As Head of UK Family Business, I work with owner-managers, senior executives and their families to help facilitate and structure discussions around succession, structure and the next generation of leaders. We balance your family values with business strategies to create a successful business plan which works for all.The Mazars Family Business team can help with all aspects of:• Ownership succession• Management succession• Governance for the family• Tax efficient remuneration planning• Financial planningWe pride ourselves on our sensitive, flexible approach to the issues that can arise in family businesses. We want to get to know you and your family, to create an environment built on fairness and clarity.If you would like to know more about how we can help your Family Business, please reach out. ✉ natalie.wright@mazars.co.uk ☎ 07881 283456
  • Forvis Mazars In The Uk
    Head Of Uk Family Business
    Forvis Mazars In The Uk Dec 2019 - Present
    Leeds, United Kingdom
    As Head of UK Family Business, I work with owner-managers, senior executives and their families to help facilitate and structure discussions around succession, structure and the next generation of leaders. We balance your family values with business strategies to create a successful business plan which works for all.See my independent client reviews on VouchedFor: https://www.vouchedfor.co.uk/financial-advisor-ifa/leeds/036437-natalie-wright
  • Forvis Mazars In The Uk
    Chartered Financial Planner
    Forvis Mazars In The Uk Sep 2013 - Present
    Award winning financial planning service for business owners & their families - I give you clarity, focus & simplicity so you have time to focus on your own interests & passions. Through a collaborative relationship built on trust, open communication & aligned values, I will make the complex simple so you have confidence in your long term financial security incorporating:- personal finance advice- cashflow planning- protection (insurance)- tax planning- asset protection & legacy planning- succession and business continuity planning
  • Mazars In Uk
    Exploring Family Business With Mazars - Podcast Host
    Mazars In Uk Sep 2020 - Nov 2023
    Our Exploring Family Business Podcasts delve into the inner workings of family business in the UK today. Each week I interview a panel of special guests, all of whom work in this sector, to discuss the challenges they face and their strategies to overcome these.We are always keen to hear from family business owners who want to share their story, to inspire others and to offer advice so we can support the wider community. Please get in touch if you would like to be involved in a future episode or if you would like to discuss how we can help you, your familyand your business: contact@mazars.co.uk Listen here: https://www.mazars.co.uk/Home/Insights/Podcasts/Exploring-Family-Business
  • Mmb Magazine
    Financial Blogger
    Mmb Magazine Sep 2016 - Oct 2018
    Yorkshire
    Financial blogger for MMB Magazine @ LeedsWorkingMum - an online magazine and community for the modern working mother based in the Yorkshire region. I provide monthly financial planning ideas and considerations for today's working mothers including how to feel confident in making your own financial decisions and knowing where to go for advice. http://mmbmagazine.co.uk/author/natalie-wright/
  • Bestinvest
    Financial Planner
    Bestinvest Oct 2007 - Sep 2013
    Leeds, United Kingdom
    Financial Planner - June 2012 to September 2013Worked along side HW Chartered Accountants to provide financial advice to HNW individuals and business owners across the Yorkshire & Humber region as well as advising clients of the Bestinvest group. I worked directly with various Investment Managers for a number of years with specific emphasis on building and managing discretionary investment portfolios for various types of clients as well as arranging advised portfolios so the client could retain control. Offered an overall wealth management service to clients as well as specific advisory services. Trainee Adviser/Paraplanner - October 2007 to May 2012Started working for the Bestinvest Group in October 2007 as a dedicated Paraplanner for an IFA dealing with HNW clients and corporate entities. Carried out a genuine Paraplanning role and obtained the Diploma in Financial Planning in January 2011 and the Diploma in Regulated Financial Planning by August 2011. Having worked closely with an IFA for 4 years, I started on the trainee IFA path in October 2011 and successfully completed this to become a Financial Planner in June 2012.
  • Pjg Financial Services Ltd
    Paraplanner & Support Consultant
    Pjg Financial Services Ltd Feb 2005 - Sep 2007
    Leeds, United Kingdom
    Worked in sales support, compliance and as a paraplanner for 3 IFAs predominantly dealing with business owners, group schemes and clients at or approaching retirement.
  • Bbt Asset Management
    Paraplanner & Sales Support
    Bbt Asset Management Sep 2001 - Feb 2005
    Wakefield, United Kingdom
    Started my financial services career as a sales support administrator to learn the basics of the industry and build a solid foundation. I went from working for 2 IFAs at outset to 5 over an 18 month period. Completed the Financial Planning Certificate within 18 months and went on to become mortgage qualified by attaining CeMAP. Moved on to become a paraplanner/trainee adviser working directly with the Managing Director of the company. Predominantly dealt with clients at or approaching retirement with investment planning and family protection the key issues. Gained in depth knowledge of the Teachers Pension Scheme.

Natalie Wright Skills

Inheritance Tax Planning Investment Strategies Wealth Management Holistic Financial Planning High Net Worth Individuals Pensions Retirement Planning Personal Protection Business Protection Estate Planning Wealth Financial Advisory Business Strategic Financial Planning Investments Retirement Trusts Portfolio Management Financial Planning

Natalie Wright Education Details

Frequently Asked Questions about Natalie Wright

What company does Natalie Wright work for?

Natalie Wright works for Forvis Mazars In The Uk

What is Natalie Wright's role at the current company?

Natalie Wright's current role is Office Managing Partner & Head of UK Family Business at Forvis Mazars in the UK.

What is Natalie Wright's email address?

Natalie Wright's email address is na****@****ars.com

What schools did Natalie Wright attend?

Natalie Wright attended Chartered Insurance Institute, Wakefield Girls' High School.

What skills is Natalie Wright known for?

Natalie Wright has skills like Inheritance Tax Planning, Investment Strategies, Wealth Management, Holistic Financial Planning, High Net Worth Individuals, Pensions, Retirement Planning, Personal Protection, Business Protection, Estate Planning, Wealth, Financial Advisory.

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