Your Personal Finance Team

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.