Bbi Independent Financial Advisers Ltd

Independent Financial Adviser  56 Blackwell Street, Kidderminster, Worcestershire, DY10 2EE
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FCA authorised
Last authorised 14th September 2020
Friendly, professional advice from a small team of advisers who have relevant qualifications and experience within their respective subject.
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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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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Buying overseas
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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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Traded endowment policies
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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 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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Long term care
Meet our advisers
Dale Powell DipPFS, DipFA, MIFS, CeMAP, CeRGI
Managing Director
About us

Established in Kidderminster since 1990 and with more than 35 years combined adviser experience, you can rest assured that you are in safe hands. Our advisers hold relevant qualifications for the subjects in which they specialise and are committed to ongoing professional development. We cover all areas of retirement planning and offer a wealth management advisory service involving the construction of an individually tailored investment portfolio. We carefully establish your taxation status in order to recommend the most tax efficient products. We also offer award winning mortgage advice and have recently extended our core package to include a probate service.

Our services

We pride ourselves in listening to, and understanding our clients. Through various discussions and meetings we aim to establish your own personal needs, desires, lifetime and financial goals. By listening to what you want, we are able to formulate specific action plans and tailor them to you as an individual. From protecting your family due to the loss of a loved one, to ensuring you improve your financial wealth by making the right investment decisions, we are here to help.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

56 Blackwell Street, Kidderminster, Worcestershire, DY10 2EE

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