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?
Award-winning Independent Financial Advisers, here to help you move forward with confidence.
Leeds’ FIRST and ONLY firm of Registered Life Planners®
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’ll always have “enough” to do things the way you’d like to, at the time that you’d like to, without causing any problems for yourself further down the line.
We believe good financial planning should support the life you want to lead, and allow 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 own personal objectives harder to achieve, resulting in more stress further down the line. Everyone is different, so you and your wishes should form the basis of all financial decisions.
Perhaps you’re considering cutting down your hours at work, wondering what all your pension values really mean, or have been told you need to do something about the lifetime allowance, maybe you’d like more holidays or time with family. These are all things we are experienced in helping with, and we can help you turn the complex matters into clear solutions that suit your life. As you would hope, of course we are highly qualified and knowledgeable in the technical aspects of financial advice (including the Pension Transfer 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.
Together we can then 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. Our clients tell us they feel a weight off their shoulders after just the first meeting, and that the process was much more enjoyable than they expected! You don’t have to 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.