Natalie Wright Managing Partner Leeds – Head of Family Business

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 and financial planning.

Experience

For many, business and personal affairs are intertwined and 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 in the future. Natalie has worked with over 150 families to plan and execute the successful transition of their business to the next generation.

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 Financial Planning Awards 2022 and 2023, and has featured in Accountancy Age’s 30 under 30 list.

In 2023 Natalie was appointed as Office Managing Partner for our Leeds office. Natalie is incredibly proud of the team and culture that has been established in our Leeds office and will ensure this is nurtured as we continue to expand.

Accreditations/ Memberships of professional bodies 

  • Chartered Financial Planner (CII)
  • Fellowship of the Personal Finance Society (FPFS)
  • EFPA European Financial Advisor (EFA)

What our clients say

"Initially, Natalie helped us create a more cohesive strategy that aligned with our key objectives in respect of income and flexibility as we had collected a number of accounts and investments but they had no real long term purpose and focus. Beyond that Natalie has supported us through various business transactions, ensuring that she regularly communicates and liaises with the different teams at Mazars including tax and audit. Natalie is our go to person and we wanted to have a one-stop shop for all our financial needs as a family and business."

VouchedFor feedback

 

"Natalie has continuously acted for me and my family for the past 15 years. Initially, Natalie advised us on our offshore bonds that we hold. Previous accountants never mentioned the benefits of top slicing which resulted in my wife and I paying much more tax than we needed to. Natalie took over from them and I would never have anyone else other than Natalie acting for me on family investment and tax matters in the future. It’s very rare to be well advised and in Natalie, I have total confidence.

Natalie is the best I’ve come across in my 50 years in business."

VouchedFor feedback

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