Working with you to shape your future
We believe you can shape your own future. Our lifestyle planning approach is centred around building financial confidence and helping you achieve financial freedom.
Working with you to shape your future
We believe you can shape your own future. Our lifestyle planning approach is centred around building financial confidence and helping you achieve financial freedom.
How we work
We understand that your situation is personal to you, so we’ll always take time to get to know what your future aspirations are. We’ll take time to look for the best solutions for your needs, and we’ll keep reviewing things as time goes by to make sure that they still do.
Engagement
Establish if there is work for us to do and forming a working relationship to achieve it.
Discovery
We spend time to get to know you, your personal situation and your aims for the future.
Planning & Strategy
Bringing the pieces together to create a plan that works for you.
Implementation
The first step of turning your plans in to reality.
Staying on Track
We’ve agreed your future strategy, now we help you stay on track.
Implementation
The first step of turning your plans in to reality.
Discovery
We spend time to get to know you, your personal situation and your aims for the future.
Engagement
Establish if there is work for us to do and forming a working relationship to achieve it.
Planning & Strategy
Bringing the pieces together to create a plan that works for you.
Staying on Track
We’ve agreed your future strategy, now we help you stay on track.
Testimonials from our clients
Testimonials from our clients
Testimonials from our clients
What we specialise in
Pensions
Bringing your retirement
plans to life
Investment
Making your capital work for you along the way
Legacy Planning
Passing your wealth down the generations
Protection
Protecting you and your family against the unexpected
Blog
The new brand and website
Welcome to the new website and the new brand for our practice. NB Financial Solutions Ltd is having a face-lift to reflect the way we show off our services and Bevans will be our new trading...
State Pension age changes ….. just part of the plan.
Most of the people I meet who are within a few years of retirement are aware of the increases to the State Pension age. Especially those whose State Pension age will rise to 66. Others may not...
Get in touch
At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.
Telephone
01455 844262
Say Hello
Get in touch
At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.
Telephone:01455 84426
Say Hello
At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.
NB Financial Solutions Ltd is entered in the FCA’s Register and our FCA Register number is 748732, which can be searched by clicking here
Bevans is a trading style of NB Financial Solutions Ltd
NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)
Registered in England and Wales No. 10095233
Registered Office
4 St Mary’s Mews
Barwell
Leicester
LE9 8AY
Telephone: 01455 844262
At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.
NB Financial Solutions Ltd is entered in the FCA’s Register and our FCA Register number is 748732, which can be searched by clicking here
Bevans is a trading style of NB Financial Solutions Ltd
NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)
Registered in England and Wales No. 10095233
Registered Office
4 St Mary’s Mews
Barwell
Leicester
LE9 8AY
Telephone: 01455 844262