FCA verified
20th November 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
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Stockbroking services
    • Capital gains tax
    • Estate planning
Meet our advisers
adviser-person
Trevor Poulter
Chartered Financial Adviser
adviser-person
Peter French MBA
Chartered Financial Adviser
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    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.

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