An investment in knowledge pays the best interest

We're focused on helping you maximise your financial returns, to increase your overall wealth

We believe in sensible and safe long term investment strategies, that aim to produce realistic returns whilst preserving your money. Therefore we seek to use steady growth investments and do not go chasing hot stocks or any high risk investments.

Our service provides

 

Bespoke managed portfolio

Investment portfolios are tailored to your individual needs, we do not use a ‘one size fits all’ approach.

One-to-one regular reviews

We provide regular reviews and monitoring to ensure you’re on target to achieving your objectives.

Personal customer care

Our dedicated team structure ensures our clients receive personal one to one care and advice.

Flexible access to your money

Free, flexible withdrawals from your investments. Your money is not tied in.

Transparent Fees

Clear and straight forward pricing, without any hidden extras.

Expert management

Portfolios are managed on an ongoing basis to adapt to market changes and rebalanced accordingly.

''BBI have been taking care of my family’s finances for over 15 years. Their commitment and wealth of expertise is applaudable, they explain everything thoroughly so that I have a clear understanding of my options. I know I’m in safe hands and if I ever have any questions, they are always happy to help. I would highly recommend them!''

Mr A James

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A calculated, strategic and versatile approach to investing

Calculated

Firstly, we begin by sitting down with you and going through a series of logical steps in order to understand your objectives and appetite for risk using our risk profiling questionnaire. Suitable investment funds are then selected and matched personally, based on your level of risk. This approach provides peace of mind so you know exactly how your money is invested.

Strategic

We truly believe in spreading out your investment so you don’t have all your eggs in one basket, which is known as diversification. Your money is invested in various asset classes and industry sectors worldwide. This approach reduces the risk of your investments, while improving your chances of having money invested in higher performing markets with greater returns.

Versatile

We continuously analyse the market and your investments to ensure they’re performing. We also meet with top performing fund managers regularly to gain the highest quality of industry knowledge so we’re up to date with changes in the market. Your portfolio will be rebalanced accordingly to ensure it stays in line with your objectives and level of risk.

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.

Book now

Investment options

Stocks & Shares ISA

Stocks and shares ISAs are free from both income tax and capital gains tax (CGT), which can be charged at up to 28% if you make a gain of more than the annual CGT allowance of £11,100.
Furthermore, the good news is that you can now shelter up to £20,000 from tax in an ISA, either in cash or in stocks and shares.

Investment Funds

These are made up mainly of securities, such as stocks, bonds, mutual funds, money market funds and exchange traded funds.Their ability to diversify into different asset classes can be a distinct advantage in reducing investment risk and can be tailored to your specific risk profile.

Investment Bonds

Investment bonds are life insurance policies where you invest a lump sum in a variety of available funds. Some investment bonds run for a fixed term, others have no set investment term. It is, in the general sense an investment rather than insurance however a small element of life insurance is paid out after your death. Onshore and offshore variations are available via some of the leading providers.

Offshore Investments

Offshore investments are funds that are invested outside of the United Kingdom, often in tax havens which may be less regulated than the UK. This investing offshore allows greater freedom for the investor and the potential for greater return. They are often conducted by an offshore investment company as there is a wide portfolio of investments on offer.

Request a callback today and let us help you achieve your financial goals

Address

28-29 New Road
Kidderminster
Worcestershire
DY10 1AF

Phone

01562 68926
07753 761 296
07507 882 984

Email

dale@bbi-ifa.co.uk
luke@bbi-ifa.co.uk
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Office Hours

Mon – Fri
9am – 5pm

BBI IFA

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