Independent advice to guide you on your journey

Is your career what drives you forward? Perhaps you prefer a balance between life and work. Whatever your professional goals, now is the time to make sure your personal financial goals are not forgotten.

This could be the time when you create the most wealth, and your financial options become more complicated.

Our advisers can help you create a financial plan which plays to your strengths and makes sure you don’t miss any rewarding opportunities

Expert financial planning for young (and not so young) professionals

The prime years of your working life represent a fantastic opportunity to acquire assets and build wealth for the future. But what future have you planned, how will you afford it, how much do you need, and what will you do if things go wrong?

We can help you develop a financial plan to compliment the life you are building. We can help you forecast the costs involved, assist you in making your money grow, and advise on the right protection strategy to minimise the risk of any financial shocks.

Why use BBi Financial Planning?

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.

Why you need independent advice

There are hundreds of businesses willing to sell you a financial product you might not need. We’re different. 

Our advisers are independent, chartered and fee-based. We don’t take commissions for any investment-related advice.

We have nothing to sell but our expertise.

Why BBi Financial Planning can help young professionals

Proudly Independent

BBi Financial Planning is an independent planning firm.

This means our only responsibility is to you. We only make recommendations we believe in.

Professional Network

We have relationships with tax and legal experts to provide you and your business with a holistic support network.

We can also work with your existing professional support. The choice is yours.

Proven high standards

Our status as a chartered firm with chartered advisers puts us in the top 5% of firms nationwide.

We maintain this standard via thorough continued professional development.

Why you need personal advice as a young professional

Clarity

Now that you are building wealth, growing assets and settling into the life you want there are more things to consider than ever before.

We can help you build a plan which lets you make the most of your life, while we help you make the most of your money; saving it, growing it, and protecting it. 

Independent

As a fully independent firm our only priority is our client. 

The only person we listen to when making our recommendations is you so your needs and concerns are the only thing we take into account. 

Expert

Our advisers are highly qualified and highly experienced, which means they can recommend specific financial products or general financial plans which take into account your personal circumstances.