Our independent financial planning services can help create the way to a brighter financial future

Investment Planning

Bespoke investment portfolios carefully tailored to meet your investment objectives.

Retirement Planning

Tailored retirement planning solutions that help you make the most of your retirement.

Mortgage Advice

Unbiased, whole of market mortgage advice to find you best possible mortgage.

Request a callback

A bespoke, trustworthy and personal approach to financial planning

We are an award winning Independent Financial Adviser practice based in Kidderminster, Worcestershire. We have a diverse range of clients and specialise in those new to financial planning, therefore our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on their financial affairs.

Benefits of Financial Advice


Plan your future

Creating a financial plan helps you see the big picture and set long and short-term life goals.


Peace of mind

You can rest assured, knowing your finances are in control and our regular reviews will keep you on track.


Product knowledge

We understand how complex financial products work and how these products may be able to benefit you.


Industry awareness

We’ll keep you updated on industry changes and how these may affect you.


Bespoke solutions

We will provide you with a range of solutions tailored to your individual circumstances.

''Superb! Even working with us on evenings and weekends when required. Our case was rather complicated but was still dealt with swiftly and successfully. Many thanks to Luke Powell for a great service. Highly recommended.''

Mr T Elwell

Frequently asked questions

Are you whole of market advisers?

Yes, we are whole of market Advisers, meaning we are not restricted to using certain providers. We access the whole marketplace to ensure we find the best suited products from the industry leading providers to provide you with a bespoke service. Unlike restricted advisers, our advice is unbiased, meaning you can rest assured knowing we have your best interest at heart. 

Are you regulated?

Yes, we are fully regulated by the Financial Conduct Authority (FCA), meaning you are in safe hands. 

Is my initial consultation free?

Yes, we offer a free no obligation initial consultation service to establish whether you require our services. This enables us to sit down with you and assess your financial affairs, get to know eachother and see exactly how we can help you. During this consultation, we will outline any associated fees should you require further services.

Is my money safe?

All of our providers are regulated by the Financial Conduct Authority and your money is protected under the Financial Services Compensation Scheme (FSCS).

Will I be tied into a contract with you?

No, we don’t ask any of our clients to commit to any contracts. We strive to deliver excellent customer service and build long term relationships with our clients. However, should you wish to leave, you are free to do so. 

Book your free initial consultation today

Speak with one of our Advisers today, and see how we can help you make the most of your financial planning needs.

Kidderminster Office

28-29 New Road
DY10 1AF

Worcester Office

Suite 5
Third Floor
Trinity Passage


01562 68926
07753 761 296



BBI Independent Financial Advisers Authorised & Regulated by The Financial Conduct Authority. The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate Taxation and Trusts. Your home may be repossessed if you do not keep up repayments on your mortgage. FCA No. 471166