We don't just manage your money.
We help you build a life aiming to achieve your financial goals and make your dreams become a reality.
Peace of mind.
Confidence in your future.
Clarity over your money.
We know that retirement planning and thinking about the future can be daunting, especially when balancing today’s needs with tomorrows. We are here to help you embrace your future with confidence, not fear.
Identify what happiness looks like
We work with you to understand what you're working towards and identify the 'why' behind your plans for the future.
Build a plan to help you achieve your goals
We build your plan with you, rather than for you, and involve you in the process of mapping out your future.
Remove the anxiety over finances
Reduce the amount of worry surrounding your money by gaining a clearer picture of what you have and where it is.
We are a guide, by your side.
Real retirement planning should be focused on the person, not the products. We work with you, through an ongoing relationship, to help you to get the most out of your life.
Wealth Managers first.
Behaviour Managers forever.
Money is a very important part of our lives, and allows us to have the freedom to do the things we've always wanted.
However, money is really just a tool that helps you on your journey.
Tailored Financial Planning
No two people are the same, so why should two financial plans be the same? We build completely bespoke, personal financial plans that are focused on your situation, and only you.
Sustainable Income Planning
Our team work with you to build a clear plan on how to withdraw from a variety of assets tax efficiently in retirement.
As your financial planner, our job is as much about managing you and your family as is it about managing your money.
Our mission is to help you make better decisions, and avoid making big mistakes.
Retirement Savings Plans
Our expert financial planning team helps you to identify how much you need to save for retirement, as well as the best way for doing this.
Inheritance Tax Planning
You want to pass down assets to your loved ones in the most tax-efficient way. Our advisers can help you to do so with clear guidance and a robust strategy.
We use the best tools to build your plan with you.
Our financial plans are not based on boring spreadsheets or dull reports. They are built with you in the room, using the best cashflow modelling technology to help you mould your future plans.
Everything begins with your big dreams.
Our financial planning process is simple and easy to follow, and is centered around having great conversations with you.
We Listen & Learn
This means we chat with you to collect some information about you, your family and your goals, so we can understand what it is that you're looking to achieve. We will gather all the details we need to put us in an informed position about your whole situation.
A friendly focus on financial wellbeing.
The Practice was founded by Nick Brown, an experienced financial planning specialist. By working with us, you will benefit from a personal service grounded on the highest professional standards. Each recommendation is bespoke, allowing you to enjoy the peace of mind that all of the advice we give you is relevant to your personal requirements.
Our aim is to develop and nurture long-lasting relationships built on mutual trust that will span over many years. As a result, you will benefit from continuity of service as your financial position evolves. You will also have a personal, direct point of contact so that you can easily gain access to the answers you need
In 2024, NB Wealth was awarded the prestigious Number 1 St. James's Place Partner, in recognition of our tireless dedication to our clients.
