Basi & Basi Financial Planning Limited

Independent Financial Adviser  9 Warley Hill, Brentwood, Essex, CM14 5HT
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Nicholas Basi BA (Hons)
Financial Planner
Ady Basi DipPFS Cert CII (MP + ER)
Senior Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Michael Basi BSc (Hons) DipPFS Cert CII (MP & ER)
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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
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.

Where to find us
Head office address: 9 Warley Hill, Warley, Warley, Essex, Brentwood, CM14 5HT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
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Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 3rd August 2020

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