This independent financial advice service is designed to help clients build and manage their wealth for just £80 per month, with no upfront fees, hidden charges, or contractual tie-ins. The process begins with a thorough assessment of each client’s financial goals, risk tolerance, assets, and liabilities, followed by the creation of a tailored investment plan. Recommendations cover a wide range of assets & accounts including; ISAs, SIPPs, pensions, investment accounts, and property, to ensure strategies are aligned with individual circumstances and preferences. Clients also benefit from ongoing support, with monthly reviews and calls to optimise performance and keep portfolios on track.
This service offers complete independence. Unlike many tied advisers who promote in-house products, this firm’s only focus is achieving good outcomes for clients by considering all available options across the market. The pricing model is also designed to protect clients: instead of demanding large upfront fees, the fixed monthly cost ensures that the firm must consistently deliver quality advice and strong performance to maintain long-term relationships.
This client-first approach is underpinned by a commitment to research, transparency, and value. By avoiding high charges and prioritising service quality, the firm aims to deliver significantly more value than the cost of its fees. In essence, success is built on earning trust through ongoing results rather than one-off sales.
Clients of NBL Asset Management will be invited to set up an investment account with a large, globally reputable broker. NBL Asset Management will be able to buy, sell and otherwise manage the investments in the client’s account via a master account, giving the firm the opportunity to manage the portfolio in real-time and optimise performance, without the need for the client to perform any transactions themselves. NBL Asset Management will look to create a portfolio that is specifically tailored to the preferences, objectives, and risk tolerances of the individual. Within that context, NBL Asset Management will seek to achieve the best possible returns for our client.
NBL Asset Management will not be able to make deposits, withdrawals, have custody of any assets, or otherwise change the permissions or settings on the account. As part of the investment management agreement NBL Asset Management will charge a 0.5% annual fee for no/minimal risk accounts, and a 1% annual fee for risk accounts, which will be credited to the master account from the assets under management in the client account. This will be charged as a small percentage daily, and be done automatically. Clients will be able to delink the master account from their client account, make withdrawals, or close their account at any time without incurring any fees or penalties.