BBi Financial Planning can provide the right family protection for you

Everyone has the same needs – to be protected, to save for the future, to make their money work hard for them.
But your circumstances are unique, so we treat you and your family protection needs as unique too.
BBi Financial Planning can advise and guide you on the right strategies, actions and products to suit your needs and budget.

Expert family protection advice for you

Personal financial planning is all about making sure your money is working to support your life.

If you have a family or children, you have even more to protect and plan for.

There’s a huge range of insurance and investment products available today. BBi Financial Planning can help you discover the right options to suit your goals.

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 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.

BBi Financial Planning can support your life

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.