Investment and financial

Lanmor Wealth Management, our investment management and financial planning arm, assists our clients to exploit the financial potential of their business or personal assets.  

By working closely with our clients and using our detailed understanding of their circumstances and aspirations, we can provide a comprehensive financial service tailored to their needs.

Our clients can expect the benefit of expert advice on the following:

  • Investment planning and portfolio management
  • All aspects of pre and post-retirement planning
  • Estate and Inheritance tax planning
  • Corporate financial planning, including employee benefits and Automatic Enrolment
  • General Protection i.e. Life Insurance, Income Protection, Critical Illness, Private Medical Insurance

We also offer a Discretionary Management Service to manage investments for clients. Initially we consider how to allocate funds between different asset classes, before selecting appropriate funds in each asset class.

Adam Katten and Chad Atwal will be happy to meet with you if you wish to discuss your financial planning needs:

Adam Katten
Adam is a Director of Lanmor Wealth Management and sits on the investment committee.

Adam advises high net worth individual clients and corporate clients in all areas of financial planning and with a focus on investment. He advises clients on portfolios ranging from £250,000 – £10M.

He qualified as a chartered accountant with BDO Stoy Hayward, before deciding to focus on financial planning and he helped to run their financial planning business as a director. Adam has a passion for client service and has ensured that his high standards are replicated by all his team as part of the culture of the company.

Chad Atwal
Chad Atwal is a Senior Consultant at Lanmor Wealth Management.

Chad graduated with an Economics degree in 1999 and has over 14 years of financial planning experience. He has previously advised clients with a range of financial planning matters at BDO Stoy Hayward Wealth Management and Mercer Employee Benefits.

Chad works closely with Landau Morley clients and provides financial planning advice on a Individual and Corporate basis.  He is currently working with a number of our corporate clients to ensure they comply with Automatic Enrolment legislation.

Chad holds the Diploma in Financial Planning and is a member of the Chartered Insurance Institute.

To contact Adam Katten:

To contact Chad Atwal:

Consider Lanmor Wealth Management as your first port of call for expert financial advice and planning, and you will receive reliable, up-to-the-minute, professional advice.

Lanmor Wealth Management is a trading name of NLP Financial Management Limited, authorised and regulated by the Financial Conduct Authority.