25th September 2017

BBi Financial Planning Ltd

Independent Financial Adviser The Old Court House, 191 High Road, South Woodford, London, E18 2QF

We build relationships. Some clients have been with us for 30 years - longer than most IFA's have been around.

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Stockbroking services
- Stockbroking services
Tax & trust planning
- Capital gains tax
- Estate planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Trevor Poulter

Chartered Financial Adviser

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

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.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Peter French MBA

Chartered Financial Adviser

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

AFPC - Advanced Financial Planning Certificate (CII)

Chartered Financial Planner (CII)

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Where to find us

About us

BBi Financial Planning Ltd offers a personal service from fully qualified individuals, including chartered financial planners. We provide our services to both corporate and private clients and offer a range of advice to cover all of your needs.

We can assist with specific tailored advice or general financial reviews, and have access to a range of professional contacts including accountancy and legal practitioners.

BBi Financial Planning Ltd is part of the Berns Brett Group, and have been offering quality independent advice for almost 50 years.

Call us on for a no-obligation meeting (at our expense) to see how we can help you.

Our services

We help client's understand their financial situation, protect the present and plan for the future. We're good at untangling complex situations and providing you with a simpler plan you will understand.

Compliance

We can only make a personal recommendation to you upon receipt of a complete factfind and signed client agreement.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Stockbroking services
- Stockbroking services
Tax & trust planning
- Capital gains tax
- Estate planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Compliance

We can only make a personal recommendation to you upon receipt of a complete factfind and signed client agreement.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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