NBS Financial Planning provide financial plans to make your dream a reality.

Our Vision

We’re setting new standards for the financial services industry to aspire to, by creating the finest financial plans to give our clients what they want: their ideal life.

Unlike other financial advisers, we focus on your unique and personal aspirations. We then put in place the financial architecture to help you to overcome any obstacles and achieve your goals.

We use a proven and global market-leading approach to make your financial situation best work for you.

Our Values

Our values underpin everything we do, from your initial consultation through to the ongoing support

We’ll always provide you with honest, ethical and professional advice, ensuring each decision contributes to the accomplishment of your objectives.

Everything we do is transparent, from our approach and fees, to your results. We’ll communicate openly and honestly with you throughout the process, and encourage you to do the same.

The success of your financial plan is dependent upon mutual trust. You need to trust us: our expertise, integrity, and advice. In return, we’ll trust you to be open and honest. We’ll focus on building a strong relationship with you from the initial consultation.

We value your opinions and perspectives; we’ll always listen to your ideas, challenges and concerns. We offer a non-judgmental, confidential environment for you to openly discuss your finances and lifestyle, where your differences are celebrated, not judged.

''We both feel liberated!''

The Griffiths

''I now much more confident that I have more than enough to not have to worry any more!''

Mr Robinson

''We are confident that we can enjoy life a bit more and still provide for the family.''

S & C Cave

''Reassuring advice given to us in a comfortable and friendly atmosphere.''

Mr & Mrs Donnelly

''I was treated with great respect and was not pressured into doing anything.''

Mrs Mowthorpe

''NBS enabled us to not only create a vision of the future, but to actually put it into practice. Our finances now have a purpose and are being put to good use in helping us fulfil our dreams.''

 

D Fox

 

''NBS actually listened to us! I now feel excited that we've got dreams to realise and the funds to do it.''

M Brockman

''You consolidated a lot of disjointed thoughts about our future. We now have peace of mind and a much better idea of life after retirement.''

Mr & Mrs Bolan

Get in touch

If you’d prefer to speak to us directly, don’t hesitate to call on 0113 252 5737.

Or send an email and we'll get in touch at a time that's convenient to you.