NBS Financial Planning Ltd

Independent Financial Adviser  NBS Financial Planning, Shipley, West Yorkshire, BD18 3LQ
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FCA authorised
Last authorised 1st March 2021
Award-winning pension specialists, here to help you to move forward with confidence and peace of mind.
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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Traded endowment policies
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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
About us

NBS is an award-winning firm of Independent Financial Advisers, leading the way within the profession with growing numbers of delighted clients.

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'll definitely have "enough" to do things in the way you'd like to, at the time that you'd like to, without causing any problems further down the line.

Perhaps you're considering reducing time spent at work, retiring completely, having more holidays or time with family. 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.

We don't just help you make more money, we'll help you maintain security for you and your family while surprising you with what's really possible.

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

We look forward to hearing from you and supporting you on your journey.

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 help people in their 50s make life-changing decisions with confidence, so they can sleep easier at night, be happier during the day, and not miss any more opportunities. Our clients tell us they feel liberated afterwards, and that the process 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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

NBS Financial Planning, 22 Victoria Road, Saltaire, Shipley, West Yorkshire, BD18 3LQ

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