BBi Financial Planning is an independent financial adviser based in South Woodford.
We are a fully regulated and chartered IFA.
Independent, Chartered Financial Advice from
your local Financial Adviser
When you have a known liability such as a mortgage or other large debt, a fixed term assurance plan can provide cost-effective protection.
BBi Financial Planning is an expert independent IFA who can advise you on the options available from the whole market.
We will only provide independent, bespoke advice because we don’t work for anyone else except you.
Our head office is based in South Woodford, but serve clients in and around Epping, Wanstead, Chingford, Loughton, Buckhurst Hill, Woodford Green, Chigwell, and the wider area.
You are welcome to meet us in our South Woodford office, but our advisers can also travel to you.
Read on, or get in touch, to see how our independent financial planning services and expertise can help you.
Why use BBi Financial Planning as your IFA?
Chartered
Our advisers have obtained the highest level of qualification in UK financial services
Experienced
With decades of experience between them our advisers have seen it all.
Technology
We use the best tools available to make sure our research is as good as it gets.
Compliant
We invest heavily in expert compliance support to ensure our staff and processes are always under scruitiny.
Connected
We have relationships with tax and legal experts to provide you with a holistic support network.
Available
A service agreement with us means you will be able to speak to your chartered adviser. You won’t be stranded with someone else.
Realistic
Dependable
Personal
Proud to be a Chartered IFA
BBi Financial Planning Ltd qualified as a Chartered IFA firm in 2016. Two of our independent advisers are chartered too.
