BBT Group Ltd

Independent Financial Adviser 48 Kelgate, Mosborough, Sheffield, South Yorkshire, S20 5EJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Friendly, Experienced & Professional Chartered Financial Planner. Making the subject of "finance" that bit more bearable.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
Meet our advisers
Jamie Windle BA (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

BBT Group Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

BBT Group
2 Benton Office Park,
Bennett Avenue, Horbury,
Wakefield, West Yorkshire WF4 5RA

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