Do you wish you could work less, to spend more time with your loved ones?
Wouldn't it be nice if someone could reassure you that you can make those changes now?
Offered a tempting pension transfer value and not sure what to do for the best?
Do you have a bucket list you haven’t put in action?
Have your circumstances changed, leaving you feeling anxious or uncertain?
Disappointed that you haven’t fulfilled your creative ambition?
Leeds FIRST and ONLY Registered Life PlannersⓇ
Award winning Independent Financial Advisers, here to help you.
Whatever may have brought you here today, congratulations on taking this further step towards financial peace of mind. At NBS we understand that you probably have a pretty good idea of what you’d like to do, but like many of our clients you may be unsure about how to go about it, and whether you can be sure you have “enough” to do things in the way you’d like to, at the time that you’d like to, without causing any problems for yourself further down the line.
Perhaps you’re considering cutting down your hours at work, or have been told you need to do something about the lifetime allowance, maybe you’d like more holidays or time with family. We use our knowledge and expertise to help you get to the point of knowing what needs to be done, when, and how, so that you can move forward with confidence. You don’t have to just take our word for it – do read our client testimonials and browse our website for more information. Then, when you’re ready, just drop us a line and we’d be happy to arrange a convenient time to meet.
We believe good financial planning simply supports the life you want to lead, and allows you to get on with actually living it. Any adviser can tell you about products, pension allowances, tax planning and investment management, but from our experience starting with these aspects runs the risk of implementing a change or strategy which can inadvertently make your personal objectives harder to achieve. Everyone is different, so you and your needs should form the basis of all financial decisions, with each one taking you another step closer to fulfilling your goals and ambitions.
As you would hope, we are highly qualified and knowledgeable in the technical aspects of financial advice (including Pension Specialist qualifications), but primarily we will take the time to listen; to ensure we fully understand where you are, and where you want to be, so we can advise you appropriately on the most efficient use of your resources to make it happen. Our clients tell us they feel liberated afterwards, and that the process was much more enjoyable than they expected!
We provide you with knowledge, confidence and
peace of mind to enjoy the life you want to live
Get in touch
If you’d prefer to speak to us directly, don’t hesitate to call on 0113 252 5737.
One of the team will be happy to talk you through the process and, when you’re ready, book you in for a no-obligation consultation. Or drop us an email and we'll get back to you at a time that's convenient.