We’re here to help you get what you want.
How can we develop a financial plan, if we don’t truly know what’s important to you?
The answer is simple – we can’t! Proper Financial Planning revolves entirely around you, your values, and the life you want to lead now and in the future. It’s not what your money can do, but what does it need to do for you.
You deserve to have the freedom found in fulfilling your deepest personal goals and aspirations. To do that, you need a financial plan that focuses on exactly what you want from life.
What’s important to you?
Before we can recommend a course of action, we need to understand why you’re here. What prompted you to look for financial advice now, and what do you want to achieve? When financial decisions are made without this exploration, you could end up implementing a change or solution which inadvertently makes your desired outcome harder to achieve.
As qualified and experienced advisers, of course we could bore you with the technical complexities of pensions and investments, but what really makes this knowledge useful is applying it 100% to your life. Having a clear reason for each decision, always in line with what you want.
“If you had more time or money, what would you do?”
''We both feel liberated!''
''I now much more confident that I have more than enough to not have to worry any more!''
''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.''
''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.''
''NBS actually listened to us! I now feel excited that we've got dreams to realise and the funds to do it.''
''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.