How We've Helped Clients Like You
Find Out How Our Clients Rate Us!
"NBS Financial Planning gave us the confidence that we had enough money to do the things we enjoy. I only wish we had been introduced to them 15 years earlier".
RW Gettings
Retired Head Teacher
Gildersome
"I like the laid back feel of the meetings. Also, I appreciate the fact that I can ring Nigel any time with ad-hoc questions of mine".
A & C Smith
Morley
"I was looking for a very personal service, somebody to hold my hand and be there. That's exactly what I got".
Mrs Ainley
Morley
"The financial plan process has taken away the fear and uncertainty of simply not having enough money".
Mr and Mrs D Arkell
Garforth
"Although retirement is a long way off yet, we have the peace of mind that we are on the right track whilst enjoying today."
G Redpath
Business Development Director
Aberford
"As a family, there's so much we want from our retirement and yet such a great deal we want to do today...the insight from NBS provides allows us to get the right perspective and balance of both."
Tanya Redpath
Full-time Mum
Aberford
"We now have clearly defined goals in our life as opposed to random thoughts about things we would probably never have achieved."
Richard & Vivienne Pollard
Web Site Designers
Huddersfield
"The retirement options we were bombarded with might as well have been written in Latin! Nigel explained it all in simple terms we understood and even gave options we didn't know were available."
Mr & Mrs J Turgoose
Wakefield
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How Have We Helped Clients Like You?
Here's how we've helped some of our clients. If you'd like to find out how we could help you, please call us to arrange a no obligation appointment at our expense.
Jo Collinson
"You can ask for advice, it doesn't matter how simplistic the question! ....... .......I feel much happier plus relieved about my finances." |
Ray Ellis and "Rocky"
"I now feel much more relaxed about my situation and would not hesitate to contact him again if I felt things were going backwards." |
Ivor and Christine Ellis
| "There was no sales pitch just straight talking. Our advice would be don't hesitate let Nigel take the worry, give him the facts, sit back and look forward to the next meeting when everything is made crystal clear." |
Lucy "walking the walk" in Monument Valley.
"Nigel actively encourages me to regard money as a means to an end - it provides a way for me to live the lifestyle I want e.g. adventure holidays. With this in mind, he shows me the effects in the future of decisions and choices I can make now. I feel confident that my finances will continue to let me do what I want" |
And here are some real case studies:-
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"Retire 5 years early, not work 5 years more"
Background
Works in the Health Industry, aged late 40's, married with young child. Owns their own home and has money in deposit accounts and ISA's. Benefit from a company pension scheme.
Challenges
Had a hectic life, too busy helping others, no time for themselves or the family. They had had poor experiences from previous advisors and didn't want any more policies! Would like to support education costs but didn't know what their finances meant when they are all put together.
They were worried they would have to work 5 years longer.
What We Did
• Identified what the family wanted from life.
• Created a "financial map" for them to see their financial future.
• Explained what the finances meant once all put together.
• Simplified and consolidated existing polices that had been collected over the years.
• Reduced the Investment risk strategy
• Private education was planned and budgeted
• Met up twice a year to ensure goals met
The Results
• Clear vision as to what to do when with regards saving for the future.
• Confidence that the money won't run out living the chosen lifestyle.
• Renewed enthusiasm to achieve the family goals.
• Funding education no longer a worry.
• Immediate tax saving of £12,000 through Pension planning.
• The choice to retire 5 years early, not work 5 years more!
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"A renewed confidence"
Background
Retired, single, client renting a council property with no income beyond his pension and only a small amount of cash in deposit accounts.
Challenges
The media hype about the economy worried him and his friends and family kept telling him he couldn't afford that. Was afraid he was going to have to give up his holidays and worried his money would run out.
What We Did
• Identified what he really wanted to do and experience.
• Explained what the finances meant once all put together.
• Created a "financial map" for him to see his financial future.
The Results
• Renewed enthusiasm to continue having fun.
• Not be distracted by others.
• Not have to give up the holidays, in fact booked a more adventurous one.
• Signed up for Sky Sports TV which he didn't think he could afford.
• Confidence that the money won't run out.
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"A sense of relief"
Background
Client works in the Health Industry, aged late 40's, married with 4 young children. Own there own home and have cash in Deposit accounts, Cash & Share ISAs and both Company & Private Pension.
Challenges
Top priority is a Private Education for all 4 children but worried as they feel they need to work more hours to fund more expense. Hectic Life and poor experiences from previous advisors. These clients are definitely not buying any more financial policies and they don't like risk.
What We Did
• Confirmed what they needed to do provide private education.
• Created a "financial map" for them to see their financial future.
• Explained what the finances meant once all put together.
• Simplified and consolidated existing polices that had been collected over the years.
• Organised the correct level of protections, to ensure private education goal met under any circumstance.
• Reduced the Investment risk they were unnecessarily taking.
• Private education was planned and budgeted for.
The Results
• Confidence & Clear vision as to what to do to meet the private education cost.
• Renewed enthusiasm to achieve the family goals.
• No longer bogged down with piles of financial correspondence that never gets sorted.
• Provided the idea and solution to work less, not more.
NBS Financial Planning Ltd are Independent Financial Advisers authorised and regulated by the Financial Services Authority No. 497373.