Financial Planning starts here

Everything starts with a plan.

Whatever you want to do with your money, or your life, and whether you want to invest, protect or save, you need a proper plan.

At BBi Financial Planning we only make recommendations that support a specific client objective.

How can our planning services help you?

Financial planning from chartered, independent experts

Your financial plan is the foundation of everything you do with your money.

Our planning services are completely independent of products and investments.

There is no obligation to buy anything or take any action, which means we can work on delivering what we believe is the best advice to provide the best outcome for you.

What’s your plan?

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

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.

Dependable

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.

Personal

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 an independent financial planner

BBi Financial Planning has always been an independent firm.

Real financial planning doesn’t work if the advice you receive depends on who owns the business.

Independence means no-one tells us what to say or what advice to give.

You can be sure that if we recommend something it’s only because we believe it is suitable for your needs.

Why BBi Financial Planning can help you

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.

Independent financial planning services for you

BBi Financial Planning can support your financial 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.

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.

Financial Planning starts here

Financial planning from chartered, independent experts