INDEPENDENT ADVICE IS AT THE HEART OF WHAT WE OFFER
WHAT WE DO
NBL draws on a range of products from across the market to help you achieve your financial goals.
HISTORY
Nicholls, Brinkhurst and Luckin was launched in 2000, with no clients, but now we have passed 750 accounts. Graham Nicholls, who was part of the three original directors (with Chris Brinkhurst and Anthony Luckin), had been with the Pru since his 20’s, with much the same for the others.
Graham built a great reputation for service and trusted advice, he was pivotal to the long-term success of the business.
They are very different businesses with different client banks but the NBL story or the origin of NBL comes from a home service (as we used to call it) proposition that was common at the Pru/Pearl and other financial services companies of their day.
VISION
NBL has a team of independent financial advisers and as such are able to research the market to make sure your investments reflect your particular aspirations and financial goals.
It is always our aim to build long-lasting relationships with our clients, we consider it a real privilege when a client entrusts us with their financial future and a role we don’t take lightly.
We aim to help a client negotiate complex issues associated with their finances, maximise the growth potential on their pensions and investments because investing can be hard, and finally minimise the impact of tax so that you can look after the people that matter.
SERVICE
INFORMATION
NBL are always looking to deliver a quality experience for our clients with the help of our excellent administration team. They are there for the everyday needs that aren’t about making a financial plan. We know that this matters to clients almost as much as the way we manage their money.
We value our team and always aim to balance efficiency that is critical with the ability for people to grow and live their lives happily.
OUR
PROCESS
Excellent long-term financial planning is a partnership. We are always on-call for your questions and updates.
INITIAL MEETING
After your initial contact with us the first step of your journey is an in-depth meeting. We will go through your financial objectives and your current assets to create a vision for where you want to be.
ANALYSIS & RESEARCH
The second step is for us to find out all the facts and build an understanding of you, your financial needs, your goals for the future and what investment risk you are willing to take. Understanding you is a critical part of formulating a suitable recommendation.
PRESENT THE PLAN
At our third meeting it’s our priority to make sure you understand the plan, and have your say in any adjustments that you believe need making.
REVIEW, ADJUST & IMPLEMENT
Once your plan is implemented, we continually review it, and meet with you annually to update on how your investments are performing and how and how your life might precipitate any adjustments.
DIRECTORS &
ADVISERS
NBL’s team of financial advisers and planners dedicate themselves to investing your money effectively, monitoring the performance and keeping you informed so allowing you to live the life you want.
DIRECTOR
VAN GREAVES
CII DIIPFA
Van is a financial adviser looking to help people invest wisely and reduce their taxes. Clients come to NBL who want the money they have accumulated to work hard without paying an excessive amount of tax.
ADVISER
LUKE DANCER
CII DIIPFA
Luke focuses on providing holistic financial planning advice to professionals, business owners and individuals across several industries. He offers a dedicated and bespoke wealth management planning service, advising clients on a range of key areas, including investment and inheritance tax planning, pension planning and protection.
ADVISER
PETER GORDON
DipPFS
Peter has provided Financial Planning advice to individuals, families and businesses based upon the highest professional standards for over 25 years. He recognises that each NBL client is individual, requiring a bespoke service, tailored to their own financial needs and future aspirations.
PARAPLANNER
KERRY WHITTINGTON
DipPFS
Kerry has worked in Financial Services in various roles and businesses since 1995 and been a Paraplanner since 2007. She juggled being a Mum to two children with studying, and achieved Diploma status in 2017. A happy and satisfied client equals a happy Paraplanner.
ETHICAL
INVESTING
Ethical investing takes in several areas. We invest in responsible funds and companies, but without compromising on growth. NBL does this through a thoroughly researched and robust screening approach.
Ethical investing includes:
Socially responsible investing (SRI)
Environmental, social and governance factors (ESG)
Impact investing
BROCHURE
NBL provides long-term investments personally tailored to your attitude to investment risk.
But we know you’ll want to find out more. Our brochure will help you understand what to expect from the services and advice we offer, the range of ways we invest your money to help you work towards a secure financial future.