Natalie Wright

Background

About Natalie Wright

I am the UK Head of Family Business and a Private Client Partner at Forvis Mazars; an international business specialising in audit, accountancy, advisory, tax & legal services.My main goal is to help family’s structure their business to ensure it has longevity and can survive well into the future. I do this by helping them to understand where they are now, identify their goals and map out a plan that will help them achieve these, whilst addressing any risks along the way. I work with owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. In addition to my Family Business role I am responsible for leading the financial planning and wealth management team for our entrepreneurial business clients based in Yorkshire, and work closely with our audit, accounting and tax teams to provide a fully joined up approach to ensure that individuals can align their personal and business success. My main aim is to give my clients their time back so they can focus on what they do well, confident in the knowledge that they are financially secure.I was awarded Chartered Financial Planner of the Year by the Personal Finance Society in 2018/19 natalie.wright@mazars.co.uk 07881 283456