Stonewood Group has sold NLP Financial Management to Saltus
November 2025 — NLP Financial Management, a well-established UK financial planning firm, has been sold to Saltus Group, the wealth management and financial planning business backed by Preservation Capital Partners, by Stonewood Group. The acquisition represents a strong strategic fit for Saltus, adding further depth to its financial planning capability and broadening service coverage across key client segments.
NLP is a highly regarded, advice-led business with a holistic financial planning proposition, serving mass-affluent and high-net-worth clients across London and the southeast. 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.
Founded in 2004, Saltus is one of the UK’s leading vertically integrated wealth management firms, advising on US$4.8 billion of assets under management on behalf of more than 7,000 clients, served by over 40 financial advisors. The company is headquartered in London and supported by several regional offices.
The Stonewood Wealth and Investment Group is an integrated investment, wealth management and holistic financial planning business, focused on providing uncomplicated, transparent and cost-efficient global solutions to all their clients. The group was founded in 2011 and has assets under advice and discretion in excess of US$1.7 billion across a large and growing client bank.
Our role in the transaction
Oaklins Cavendish, one of Oaklins’ member firms in the UK, advised the shareholders of NLP in its sale to Saltus. This transaction builds on Oaklins Cavendish’s strong track record in the wealth and financial planning sector, marking the firm’s eighth transaction in this space in 2024 and 2025.
Talk to the deal team
Related deals
WestBridge has made a majority investment in Beckett Investment Management
WestBridge Fund Managers Limited has agreed to make a majority investment in Beckett Investment Management Group, a leading financial planning business in the east of England. The transaction is the fifth investment from WestBridge III and is subject to regulatory approval by the Financial Conduct Authority (FCA).
Learn moreMoneybox’s employee share sale has set another milestone for London’s Private Securities Market
The London Stock Exchange’s Private Securities Market (PSM) continues to demonstrate its potential as a venue for providing shareholder liquidity in high-growth private companies. Following the successful employee share sale for autonomous driving pioneer Wayve earlier this month, fintech leader Moneybox has completed a US$61 million (£45 million) employee liquidity event through the PSM. By structuring the transaction as an employee liquidity event, long-serving employees with vested equity have been able to realize some of the value they helped create while enabling Moneybox to remain private and continue its growth journey. Crowdcube managed the employee seller and investor participation process.
Learn moreEducbank has been acquired by Cogna
Cogna Educação, through its subsidiary Somos Sistemas de Ensino, has acquired an additional 47% stake in Educbank for approximately US$8.9 million, increasing its ownership from 43% to 90% and consolidating control of the platform. The transaction expands Cogna’s presence beyond its traditional enrollment-driven education business into the financial infrastructure that underpins school tuition collection.
Learn more