Response rating
7.0/10
FCA verified
18th September 2017

Basi & Basi Financial Planning Limited

Independent Financial Adviser Parker House, 104 Hutton Road, Shenfield, Essex, CM15 8NB
First meeting at adviser's own cost
April-2015: Pension changes, ISA and Capital-Gains advice available from your local family firm. Get independent ADVICE, not just "guidance"!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Michael Basi BSc (Hons) DipPFS Cert CII (MP & ER)
Director
Ady Basi DipPFS Cert CII (MP + ER)
Senior Financial Planner
Nicholas Basi BA (Hons)
Financial Planner
What our clients say
Really appreciate your open / honest approach.....
N. Beard, London
Thank you for persisting with this Michael - much appreciated.....
S. Winterbottom, Surrey
We would recommend you & your company to everyone....
G. & J. Williams, West Bromwich
Where to find us
About us

Basi & Basi Financial Planning was established in 2010, a new company name for an old family firm; Ady Basi began advising in 1994, with the prior firm named “IFA Stop” finally replaced with Basi & Basi Financial Planning in 2011 to reflect our family focus.
We really do love working with people - a family of one, a couple, whether also parents or grandparents (or great-grandparents!), often business owners, but always those who are used to demanding the very best of themselves and their advisers yet want to be treated as people, not just numbers in a machine.

Our services

We specialise in advising fellow families and family-firms; whether a family of one or firm of one thousand, a fun, productive professional relationship with advisers who work with and for you is built, in our opinion, on the following pillars of good advice:
THE GOLDEN RULE: Treat others the way we want to be treated.
EDUCATION: Degree-level to show advisers can learn & apply.
SIMPLICITY: Making complex things simple to understand, not the other way around.
PENSIONS SPECIALISTS: One of the few firms with advisers qualified to advise on all types of pensions, including Occupational Transfers.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Basi & Basi Financial Planning Limited. Director: M. Basi. Registered in England and Wales 7046189. Registered Office: Parker House, 104 Hutton Road, Shenfield, Essex CM15 8NB.

Basi & Basi Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA Number: 513993).

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