Services from BBi Financial Planning
Expert financial planning for all
Financial planning and financial advice are terms that encompass a wide range of possible services and products.
Which of these products and services is right for you depends on who you are and what you need.
We’ve divided our services into three broad categories to help you find your best fit.
Watch the video to learn more, carry on reading, or get in touch if you have a question.
Which service is right for you?
Financial Planning is the strategy that underpins your financial life.
If we advise on a product it must always be in service of helping you succeed in your plan.
Our financial planning services are independent of product sales. We may make recommendations but you are never under any obligation.
This is how we categorise our services for the general public.
Every family and every individual is different with their own special challenges and circumstances.
We work to understand your situation, your needs and tailor our advice to you.
If you own or run a business you may have more complicated arrangements, and you may be able to benefit from cost and tax savings by using your business structure to work for you.
We can advise you on how to make the most of your business as part of your financial plan.
Private limited companies and self-employed businesses can have their own unique circumstances.
Whether you need a simple workplace pension to a complex share-protection policy to protect the firm, we can help.