The new horizon with a personal touch

Here at Bevans we offer a personal service to help build your financial confidence. So join the family today, a new horizon awaits.

Bevans Home page | NB Financial Solutions | Neil and Lorna

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.

Learn More on the article

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.

Learn More

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.

Find Out More...

Testimonials from our clients

Neil accepted the management of our retirement investments when alternative stewardship had led us to a low point in our post-retirement financial position. Neil is a master of his craft and acts at all times with consummate professionalism. We have total confidence in his decision making regarding our investments and most importantly, implicit trust in his integrity. In short, he has given to us a real sense of security in our retirement.

John and Margaret Barron

I have known Neil Bevan for over six years when I appointed him as my Financial Adviser. I had received financial advice from other sources for a considerable number of years but had more recently dealt with my investment portfolio personally. As a consequence, I felt able to make a judgement concerning my future association with Neil.

I have no hesitation in recommending his professional services to anyone in need of sound financial advice.

Keith, Leicester

Before winding down to retirement some seven years ago, I had worked in financial services for over 20 years and therefore able to make an informed choice of who should manage my investment portfolio. I certainly have no regrets in appointing Neil Bevan who has consistently achieved outstanding investment returns and provided me with the most tax efficient advice appropriate to my circumstances, reflecting the totally bespoke service Neil provides. Our regular reviews are both informative and reassuring, thereby maintaining my confidence in Neil’s overall knowledge and experience covering all aspects of the financial spectrum.

John, Kibworth, Leicestershire.

Testimonials from our clients

Neil accepted the management of our retirement investments when alternative stewardship had led us to a low point in our post-retirement financial position. Neil is a master of his craft and acts at all times with consummate professionalism. We have total confidence in his decision making regarding our investments and most importantly, implicit trust in his integrity. In short, he has given to us a real sense of security in our retirement.

John and Margaret Barron

I have known Neil Bevan for over six years when I appointed him as my Financial Adviser. I had received financial advice from other sources for a considerable number of years but had more recently dealt with my investment portfolio personally. As a consequence, I felt able to make a judgement concerning my future association with Neil.

At the outset he was meticulous in establishing my financial goals and my personal attitude to investment risk.
Since that time, we have maintained regular reviews of my portfolio and made changes as appropriate. He has always taken great pains to explain his proposed changes in an understandable way for me.

I have no hesitation in recommending his professional services to anyone in need of sound financial advice.

Keith, Leicester

Before winding down to retirement some seven years ago, I had worked in financial services for over 20 years and therefore able to make an informed choice of who should manage my investment portfolio. I certainly have no regrets in appointing Neil Bevan who has consistently achieved outstanding investment returns and provided me with the most tax efficient advice appropriate to my circumstances, reflecting the totally bespoke service Neil provides. Our regular reviews are both informative and reassuring, thereby maintaining my confidence in Neil’s overall knowledge and experience covering all aspects of the financial spectrum.

John, Kibworth, Leicestershire.

Testimonials from our clients

Neil accepted the management of our retirement investments when alternative stewardship had led us to a low point in our post-retirement financial position. Neil is a master of his craft and acts at all times with consummate professionalism. We have total confidence in his decision making regarding our investments and most importantly, implicit trust in his integrity. In short, he has given to us a real sense of security in our retirement.

John and Margaret Barron

I have known Neil Bevan for over six years when I appointed him as my Financial Adviser. I had received financial advice from other sources for a considerable number of years but had more recently dealt with my investment portfolio personally. As a consequence, I felt able to make a judgement concerning my future association with Neil.

At the outset he was meticulous in establishing my financial goals and my personal attitude to investment risk.
Since that time, we have maintained regular reviews of my portfolio and made changes as appropriate. He has always taken great pains to explain his proposed changes in an understandable way for me.

I have no hesitation in recommending his professional services to anyone in need of sound financial advice.

Keith, Leicester

Before winding down to retirement some seven years ago, I had worked in financial services for over 20 years and therefore able to make an informed choice of who should manage my investment portfolio. I certainly have no regrets in appointing Neil Bevan who has consistently achieved outstanding investment returns and provided me with the most tax efficient advice appropriate to my circumstances, reflecting the totally bespoke service Neil provides. Our regular reviews are both informative and reassuring, thereby maintaining my confidence in Neil’s overall knowledge and experience covering all aspects of the financial spectrum.

John, Kibworth, Leicestershire.

What we specialise in

Bevans Home page | NB Financial Solutions | Pension image

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...

2018.03 Time to retire image - free to use

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

Services

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

Services