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.