Basi & Basi Financial Planning Limited

Independent Financial Adviser 9 Warley Hill, Warley, Warley, Essex, Brentwood, CM14 5HT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
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 review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • 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

9 Warley Hill, Warley, Warley, Essex, Brentwood, CM14 5HT

Make an enquiry
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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
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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