BBT Group Ltd

Independent Financial Adviser  48 Kelgate, Sheffield, South yorkshire, S20 5EJ
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FCA authorised
Last authorised 14th September 2020
Friendly, Experienced & Professional Chartered Financial Planner. Making the subject of "finance" that bit more bearable.
We can advise you on
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Annuity purchase
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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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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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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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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Jamie Windle BA (Hons) APFS
Chartered Financial Planner
About us

BBT Group Ltd has been helping clients navigate complex financial markets since 1998. From those very early days, our commitment, dedication and approach has positioned us as a premier financial planning services provider. We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being. Whether you are looking for general advice, seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions. We use state-of-the-art technology, enabling us to meet all of our clients' financial needs and achieve their objectives in the most cost-effective way. This is important because there are literally thousands of different options available. Our clients want to be certain that any recommendation presented for their consideration is the most appropriate to their individual needs. In other words, recommendations which are totally in our clients' best interests – not someone else's.

Our services

We identify the strategy that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what is in our clients' best interests. We can work alongside our clients' accountants and solicitors if required.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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

48 Kelgate, Mosborough, Sheffield, South Yorkshire, S20 5EJ

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