NBS Financial Planning Ltd

Independent Financial Adviser  88 Victoria Road, Leeds, West Yorkshire, LS27 8LS
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FCA authorised
Last authorised 1st March 2021
Award-winning financial planners, here to help you to move forward with confidence and clarity.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MS Sophie Marfell
Chartered Financial Planner
Nigel Barker-Smith
Managing Director
About us

NBS is an award-winning firm of Independent Financial Advisers, leading the way within the profession with growing numbers of delighted clients. We also deliver training to other financial advisers, to ultimately help ensure more people can reap the rewards of working with a great financial planner.

Lifetime Allowance problem? Been offered a tempting pension transfer value? We help you to understand what the numbers really mean in the context of your own life and needs.

At NBS we understand that you probably have a pretty good idea of what you'd like to do, but like many of our clients you may be unsure about how to go about it, and whether you can be sure you have "enough" to do things in the way you'd like to, at the time that you'd like to, without causing problems further down the line. We use our knowledge and expertise to help you get to the point of knowing what needs to be done, when, and how, so that you can move forward with confidence.

You don't have to just take our word for it - do read our client testimonials and browse our website for more information.

Our services

As you would hope, we are highly qualified and knowledgeable in the technical aspects of financial advice (including Pension Transfer Specialist qualifications), but primarily we will take the time to listen. We particularly enjoy helping those in their 50s to make life-changing decisions with peace of mind, financial security and the confidence to do more of what's important to them. Our clients tell us they feel liberated afterwards, and that it was much more enjoyable than they expected!

"NBS enabled us to not only create a vision of the future, but to actually live it."

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

88 Victoria Road, Morley, Leeds, West Yorkshire, LS27 8LS

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