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

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.

See our latest updates

Family sitting around a table with a financial adviser

Protection

Do I Need Life Insurance for My Family?

Life insurance for your family is a foundation of good financial planning, and can be critical in hard times. Read on to find out more,

Pension

Pros and Cons of a Pension Transfer

Should you transfer your pension? In this post we cover the important pros and cons.

Trusts

Trust Registration Service

All UK resident trusts must be registered with HMRC by 1st September 2022.

Read on for more details and a guide on how to register

Protection

How to Discuss Life Insurance With Your Partner

Life insurance for couples can be a difficult and emotive subject. Here we cover some of the challenges and offer some practical tips.

What is an IFA?

IFA stands for Independent Financial Adviser.

It means we provide fully independent advice. We are not owned by a bank or an insurance company, so our only interest is in providing impartial advice to suit your financial needs and goals.

We have nothing to sell but our expertise, and sometimes we will recommend you do nothing. When we do recommend a new financial product or an investment, you can be sure it is only because we believe this to be a suitable for you.

It’s simple really: Our fees are paid by you, so we do what’s best for you.

(Some insurance policies may still pay commission, but we can charge a fee for that too, if you prefer.)

We’ve also published a list of six core values which we uphold. You can read about them here.

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

Investment results can take time and the ride isn’t always easy. We don’t promise the earth. We don’t exaggerate returns. We always stand by our advice.

Dependable

We rely on mainstream investment products and investments. We believe proven, reliable solutions are best. We don’t want you getting a surprise tax bill.

Personal

Your life is unique. You deserve a financial plan to match. Our advice is always bespoke and delivers the things that you need most.

Who we can advise

Independent financial planning services for you

Financial products we can advise on

Proud to be a Chartered IFA

Chartered financial advice is the benchmark for financial planning in the UK.

BBi Financial Planning Ltd qualified as a Chartered IFA firm in 2016. Two of our independent advisers are also chartered.

The Chartered Insurance Institute issues the prestigious chartered designation by royal decree. It is only awarded to firms who have demonstrated the highest levels of expertise and who are committed to the highest ethical standards.