BBi Financial Planning is committed to professionalism. To us, this means we want to do the best things by our clients.

We have demonstrated this over the years by our fierce commitment to independence (because our only concern is our client) and to our status as a Chartered firm (which was one of our first actions when BBi Financial Planning was established as an independent firm within the BBi Group).

As part of this commitment, we have today published our Core Values.

But what does this mean? What’s changed in how we do things? What can our client’s expect from us that they didn’t get before?

Absolutely nothing.

Nothing has changed. These core values are not new, they have been embedded into our organisation for years. The difference is that until today we didn’t write them down. They were implicit, not explicit.

So what does this mean for you?

Again, possibly nothing. Hopefully you won’t see any difference. We will continue to provide the same service we always have, with the same expertise and to the same standards.

But the real value in making these values public, in writing them down and putting them out there, is that we have planted our flag firmly upon this hill. These values set out the type of organisation we think we are, and it is who we want to be.

Making them public makes us accountable – something few financial planning firms have done.

So if you’re a client of ours and you think we have not upheld these values, let us know. All of us here want to do better, to be better and deliver better outcomes for our clients.

If you’re not a client (yet), give us a call, put us to the test, and see if we really are as good as we want to be.

Call us on 020 8559 2111, or email us at We’d love to hear from you.

Our Core Values

We aim to provide excellent quality, independent and unbiased advice.

We want to deliver a service that is easily understood and best able to help our client’s meet their financial goals.

To do this we strive to always work in the best interests of our clients.

We hope to demonstrate this by adhering to the following values in everything we do.

Core Value One: Independence

We prize our independence very highly and believe that our only goal should be to satisfy our client. We demonstrate this by rejecting all bias, even down to the research tools we use.
We would rather pay for something independent than rely on an insurance company’s solution. We want to avoid even the suggestion that we are not being impartial.
If we recommend something to you, it is because you are our priority.

Core Value Two: Clarity

We know that financial products and services can be confusing at times. There is too much jargon, but some of it is necessary.

It is our job to help you understand the financial products and solutions we recommend. We do our best to make this as easy to understand as possible. We do not want to use complexity to obscure things you need to know.

We welcome feedback in this area.

Core Value Three: Integrity and Fair Treatment

This means we will do for you what we say we will.
Our clients are unique, with their own goals, needs and objectives and this means they need to be treated as the individuals they are.
We will agree on the services to be provided and deliver them.

Core Value Four: Professionalism and Education

As a chartered firm we hold ourselves to the highest standards. This means continued professional development for our staff.
We demonstrate this via qualifications and ongoing development throughout the year.
All our advisers maintain these standards overseen by the Chartered Insurance Institute, and all our staff are encouraged to attend events to further their knowledge and skills.

Core Value Five: Compliance

Financial advice is a highly regulated profession, and we take our responsibilities seriously.
Compliance is more than a ‘tick-box’ process for us, and we spend a lot of time and money to make sure that we do things properly so that our clients can have full confidence in our business, and the recommendations we make.

Core Value Six: Accountability

We set high standards for ourselves, and we do our best, but we are not perfect.
We welcome feedback from our clients because there is always some way to improve.
Whether this is an online review, or the feedback forms we send out, we are always willing to listen.
Please let us know if you have any comments or suggestions