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.