NRB Financial Planning

Smart financial solutions for
your business and personal goals

Providing expert financial planning, employee benefits, and personal protection services tailored to meet your needs

Our team offers clear and practical advice across a wide range of financial areas, ensuring you receive expert guidance tailored to your needs.

We take the time to understand your goals, providing personalised solutions that work for you.

From employee benefits to individual financial planning, we deliver comprehensive support to help you achieve your financial objectives

Individual Services

Financial Planning & Protection

Shareholder & Key Person Protection

Protect your business from the financial impact of losing a key individual or shareholder

Relevant Life Insurance

Tax-efficient life insurance policies designed for directors and employees

Retirement Planning

Tailored strategies to help you achieve a secure retirement

Estate Planning & Inheritance Tax Advice

Solutions to minimise tax liabilities and protect family wealth

Investment Advice

Assistance with ISAs, pensions and investment portfolios to maximise returns

Life, Critical Illness & Income Protection

Comprehensive insurance solutions to cover you and your family against unexpected events

Business Services

Employee Benefits

Pension Governance & Consultancy

Ongoing support to manage company pensions, including reviewing performance and legislative compliance

Pension Provider Market Reviews

Assess and compare pension arrangements to ensure long-term value and suitability

Salary Exchange
(Salary Sacrifice)

A tax-efficient mechanism that reduces National Insurance costs for both employers and employees

Financial Education

Provide employees with valuable knowledge to make informed financial decisions

Group Benefits

Options include life insurance, income protection, critical illness cover, and private medical insurance

Health Cash Plans

Enable employees to claim back health-related expenses such as dental and optical costs

Employee Benefits Health Check

Benchmark your current offerings against industry standards to identify potential savings or improvements

Ready to Take Control of Your Finances?

Whether you’re looking to enhance your employee benefits or secure your personal financial future, NRB Finance is here to help.

Contact our team today to discuss your needs and explore how we can support you with expert, tailored solutions.

Integrity

Integrity is at the forefront of everything we do as we apply the strongest ethical and moral rigour across how we work and assist our clients.

At NR Barton we understand the importance of trust and through our integrity we make sure this underpins absolutely everything we do.

We like to do the best for our clients and this isn’t always easy. We aren’t afraid to use our integrity to confront difficult situations. We firmly believe that acting with our utmost integrity those difficult conversations will help to build our trust with our clients. Sometimes the difficult option is the best.

It is also our integrity that has helped us to build a strong local relationship in our market place and the thrive as a business for the last seventy years.

We’re here for the long term and our integrity will help us to achieve that.