Our independent financial planning services can help create the way to a brighter financial future
Investment Planning
Our bespoke investment portfolios are carefully tailored to meet our clients’ objectives and agreed appetite for risk.
Pension & Retirement Planning
Our pension and retirement service offer a tailored solution to different methods of accumulating retirement funds.
Mortgage Advice
We are not tied to any lender, which means that we are fully independent, acting entirely on your behalf.
Financial Protection & Life Assurance
Our expertise lies in recommending the most suitable way to set up your life assurance.
Managed Portfolio Service
Our managed portfolio service starts by establishing your investment goals, your attitude to risk and the investment timeframe.
Savings Planning
Saving for your big day? Looking to become more financially independent? Our savings planning service will help you get there.
Taxation & Trust Planning
Plan ahead and avoid paying costly unnecessary inheritance tax, which may be charged to your estate at 40%.
Insurance Services
We offer a wide range of cover on home & contents, motor, holiday and commercial insurance, plus many more.
Accountancy Services
Saving for your big day? Looking to become more financially independent? Our savings planning service will help you get there.
Address
28-29 New Road
Kidderminster
Worcestershire
DY10 1AF
Phone
01562 68926
07753 761 296
07507 882 984
dale@bbi-ifa.co.uk
luke@bbi-ifa.co.uk
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