BBi Financial Planning can support your company and employer obligations

Businesses have unique financial needs.

Instead of planning the pension or life assurance of a single person or family, a company may have to look out for the needs of dozens or hundreds of employees.

The right products can support your business as it grows, provide valuable benefits to retain staff and expertise, and help you meet your legal obligations as an employer.

Expert financial planning for companies and employers

Companies and employers have their own set of special challenges when it comes to financial planning and protection.

For a start you have to consider your legal obligations, such as workplace pensions. You also have to make sure your employment contracts only offer benefits you can afford – that’s where the right insurance comes in.

Our impartial services can help you build a stronger business, looking after your staff and protecting your bottom line.

Why use BBi Financial Planning?


Our advisers have obtained the highest level of qualification in UK financial services


With decades of experience between them our advisers have seen it all.


We use the best tools available to make sure our research is as good as it gets.


We invest heavily in expert compliance support to ensure our staff and processes are always under scruitiny.


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


A service agreement with us means you will be able to speak to your chartered adviser. You won’t be stranded with someone else.


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.


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.


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

Why you need independent experts on your team

You want to run your business the way you feel is best.

BBi Financial Planning can be the independent and impartial experts you rely on.

Our services, recommendations and advice are only ever driven by your needs, budget and brief.

Get in touch with us today to see how we can help make your business stronger.

Why BBi Financial Planning can help companies and employers

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.

BBi Financial Planning can support your business

Professional and
chartered advice

We’ve been doing this for years! Our advisers are chartered professionals with experience in all market conditions. We can identify the opportunities and challenges your plan will face.


Understanding your relationship with money can be the start of your financial journey. It’s easy to think money is all about the numbers but it’s really all about the heart. How you feel is how you act. Our trained coaches can help you get back to the heart of money.

Fully independent recommendations

If we believe there’s a product out there which will support your plan we can recommend it, implement it and review it. We are fully independent and only recommend what we believe to be right for you.