BBi Financial Planning can make your business stronger

As a senior executive, you require financial planning solutions that understand your needs and and support your plans in the most effective way possible. Read on to see how BBi Financial Planning can help.

Expert financial planning for business owners, directors and contractors

What you create needs strong foundations to take the weight of your ambition.

Good planning, sensible protection and careful investing can reinforce these foundations so that even if the very worst happens, your business, your plans and your family can continue to thrive.

Allow us to be your experts in partnership, letting you do what you do best, while we identify and protect the risks to your life now and in the future.

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 experts on your side

Whether you are a contractor, a partner, director or business owner, your focus is on doing what you love. BBi Financial Planning can be by your side, providing expert, independent and chartered advice and support as and when you need it.

Which protection products are right for you?

Relevant Life Insurance

Relevant Life is a personal life insurance policy you can write off as a business expense.

It can be an ideal way to protect your family and reduce your expenses.

Higher-rate taxpayers can reduce their tax bill by 49% 

Executive Income Protection

Protect your income if you are unable to work through accident or sickness for the long term.

Executive plans benefit from higher claim potential, and tax savings, so they are ideal for directors and business owners.

Critical Illness Insurance

For most of your working life your are more likely to suffer from a serious illness and survive than you are to die.

Critical Illness insurance can protect you and your family if the worst happens, so you can devote yourself to your recovery.

Why BBi Financial Planning can help directors and business owners

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.

Financial
coaching

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.

Download our guide to life insurance for business owners and directors

Our twelve-page guide provides more information on four of the most common types of life  and health insurance available to business owners and company directors.

It includes an brief introduction to each product, plus useful information to help you make sense of some common terminology.

When you’re ready, get back in touch for a bespoke quote for your circumstances.

Download your copy for free today.

No email address or sign-up required.