Personal Financial Planning

We all aim to be financially secure however we are all unique and every client needs a unique solution. Working individually with our clients, we aim to provide effective advice on

Pensions

Working within the new pension arrangements to provide the best pre and post ‘A’ day planning.

Protection

Ensuring that adequate and effective insurance arrangements are in place for life, health and income protection.

Inheritance Tax

Simple non-aggressive planning can significantly reduce the liability to IHT on both lifetime and death gifts.

Wealth Management

We work with stockbrokers and other advisers on the best choice of investment products, structuring them in tax effective wrappers such as ISAs and ensuring their flexibility to meet rapidly changing personal and outside circumstances.

BB Financial Planning Ltd is authorised and regulated by the Financial Services Authority