9 Warley Hill, Warley, Warley, Essex, Brentwood, CM14 5HTMake an enquiry
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.
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.
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