BBi Financial Planning can provide the right family protection for you
Expert family protection advice for you
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.
Realistic
Dependable
Personal
Why you need independent experts on your side
Financial Planning is what we do, and we’ve been doing it for a long time.
We have families too so we understand the need to make sure you protect yourself and your family as well as you can.
We also understand the challenges that come with limited budgets and competing needs.
You need an independent financial planner who can help you develop a strategy and recommend actions and products to support your financial goals.
Why BBi Financial Planning can help you and your family
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 strong relationships with tax and legal experts. If you need additional professional help we can work in partnership with them to deliver the outcome you need.
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.