NBS Financial Planning was formed with the aim of making a real difference to the lives of each of our clients.

We are passionate about Lifestyle Financial Planning and want to avoid money acting as a barrier to our client's aspirations and help them to establish, understand, prioritise and achieve their life ambitions.

Our clients all follow a similar journey along a tried and tested pathway, an experience many tell us is exhilarating and opens their eyes to opportunities they may have otherwise ignored.

We pride ourselves on offering a friendly and professional service where clients pay us based on results and where they need have no fear of commission hungry salesmen or bias.

Our success is built on the commitment and personalities of our principles...

The Team:

Nigel Barker Smith - with over 20 years financial services and banking experience Nigel is hugely committed to the Lifestyle Financial Planning process and plays a leading role in establishing new ideals for the business and promoting it within the Financial community.

Julie Barker-Smith - from a banking background herself Julie provides the key administrative support, common sense and pragmatism to ensure the business and its advisers always keep their feet on the ground and the client at the forefront of our attention. She helps provide the focus which forms the basis of the excellent levels of client care which are important to us.

Nigel and Julie live locally in Morley with their two young children and enjoy spending as much time as possible at their caravan on the West Coast of Scotland.

Allison Innes - a new member of the team in March 2010, again from a banking background with over 29 years experience.  Allison is to provide further administrative support to our expanding business.  Allison is married, with one son and lives locally in Tingley.

'Our Man in Worcester - Nicholas Lee'

I have spent the last thirty years helping people to make sensible decisions about their financial planning arrangements.  In my spare time I am a qualified acupuncturist and I have worked with my wife Wendy, also an acupuncturist, specialising in treating people with fertility issues.

I believe in this simple truth: we are all irrational about money.  And even some of the most highly qualified and clever people struggle when it comes to making decisions about their finances.  This is why I became a Financial Life Planner - to help people take control of their finances and enable them to work towards financial freedom.

As a Financial Life Planner I help you to work out what you really want from your life and what really matters to you.  Once we have this clear we create a financial plan that will help you to achieve it. Sometimes it can be as simple as spending more time with your children and your spouse, and sometimes it is the realisation of a cherished dream that you have hardly dared to articulate until now. For most it is about finding ways to give yourself the time to enjoy your life.  Collaborating together we create a Financial Plan that will help to bring you the life you so richly deserve.

I find I work well with business owners and their families as well as professional people.  People who recognise the importance of financial planning and value someone with the ability to listen to them and understand their needs and aspirations, and create a cohesive plan that will deliver the freedom and independence they work so hard to achieve.

I offer a 60 minute initial meeting at my expense as an easy way for us to see if we are right for one another.

Nicholas Lee

Financial Life Planner - Bringing Meaning to Money

Contact details:

Nicholas Lee - BA (Hons)

27 Burlish Crossing

Stourport-on-Severn

Worcester

DY13 8QA

Office telephone number: 01299 829402

Mobile number:  07725 784348

Email address:  nicholas@nbsfinancialplanning.co.uk

NBS Financial Planning Ltd are Independent Financial Advisers authorised and regulated by the Financial Services Authority No. 497373.