Our independent financial planning services can help create the way to a brighter financial future. We are an award winning Independent Financial Adviser practice based in Kidderminster, Worcestershire.
We have a diverse range of clients and specialise in those new to financial planning, therefore our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on their financial affairs.Creating a financial plan helps you see the big picture and set long and short-term life goals.
We have a diverse range of clients and specialise in those new to financial planning, therefore our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on their financial affairs.Creating a financial plan helps you see the big picture and set long and short-term life goals.
Services
BBI Independent Financial Advisers Ltd is an award winning Independent Financial Adviser practice based in Kidderminster, Worcestershire. We're an award winning Independent Financial Adviser practice based in Kidderminster, Worcestershire.
We have a diverse range of clients and specialise in those new to financial planning, therefore our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on their financial affairs.We focus on building longstanding relationships with our clients, that's why they are always happy to recommend us.
We have a diverse range of clients and specialise in those new to financial planning, therefore our Company emphasis is on building strong, long lasting, personal relationships with our clients and providing a fresh perspective on their financial affairs.We focus on building longstanding relationships with our clients, that's why they are always happy to recommend us.
Our bespoke investment portfolios are carefully tailored to meet our clients' objectives and agreed appetite for risk. Our pension and retirement service offer a tailored solution to different methods of accumulating retirement funds. We are not tied to any lender, which means that we are fully independent, acting entirely on your behalf.
We're focused on helping you maximise your financial returns, to increase your overall wealth. We believe in sensible and safe long term investment strategies, that aim to produce realistic returns whilst preserving your money. Therefore we seek to use steady growth investments and do not go chasing hot stocks or any high risk investments.
Avoid the stress of shopping around for the best retirement plan and let us do the shopping around for you. An adequate sustainable income during retirement is crucial to your well being. Our bespoke financial plan will help you manage your income during retirement, budget your day to day finances, prevent any unnecessary stress and allow you more time to enjoy your retirement.
We understand the mortgage process can seem very daunting and stressful, especially for the first time. That's why we take the time to carefully guide you through the process, answering any questions you have along the way to make your house buying process as stress free as possible. Our tailored solution offers you in-depth comparisons from multiple lenders to establish which product will suit both your short term and long term financial goals.
Reviews (5)
Tim Elwell
Oct 14, 2018
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Kathryn Dyde
Aug 26, 2018
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A first class service from beginning to end. Luke supported our remortgage every step of the way, we have now secured a great deal in what felt like a very easy seemless transaction with minimal costs. In our faceless world of virtual banking, BBi not only remember customer service they simply deliver. Thank you.
Mypod Foot & Rehabilitation Centre
Jul 17, 2018
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Liam Wood
Jun 07, 2018
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BBI recently helped us acquire our mortgage and were fantastic from start to finish. Our advisor Luke Powell is extremely knowledgable, professional and very approachable. As first time buyers, Luke put us at ease throughout the whole process and was very thorough in helping us understand each step.
BBI managed to get us a much better deal on both solicitor's fees and mortgage in comparison to other financial advisors/companies that we tried. We fully recommend using this company and we will definitely be using them again in the future.
BBI managed to get us a much better deal on both solicitor's fees and mortgage in comparison to other financial advisors/companies that we tried. We fully recommend using this company and we will definitely be using them again in the future.
Steve
Dec 03, 2017
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Absolutely fantastic service! I recently acquired a mortgage with the help and guidance of BBI financial advisors (August 2017). I had tried and failed to get a mortgage on previous occasions, but BBI managed to get my mortgage sorted within a matter of weeks! Couldn't recommend them enough! Special thanks to luke powell who chased it through for us. Thanks again, Steve and Kirsty
