BBi Financial Planning is your local financial adviser.

We are a Chartered & Independent Adviser.

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.

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

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.

Proud to be a Chartered IFA

BBi Financial Planning Chartered Award
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 chartered too.

The chartered designation is issued by the Chartered Insurance Institute by royal decree, and is only awarded to firms who have demonstrated high levels of expertise and committed to the highest ethical standards.

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