Independent Financial Advisers in Kidderminster
Independent financial advisers based in Kidderminster, Worcestershire
Our independent financial planning services can help create the way to a brighter financial future.
Bespoke investment portfolios carefully tailored to meet your investment objectives.
→Tailored retirement planning solutions that help you make the most of your retirement.
Unbiased, whole of market mortgage advice to find you the best possible mortgage.
→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.
BBI have been taking care of my family’s finances for over 15 years. Their commitment and wealth of expertise is applaudable, they explain everything thoroughly so that I have a clear understanding of my options. I know I’m in safe hands and if I ever have any questions, they are always happy to help. I would highly recommend them!
Absolutely fantastic service! I recently acquired a mortgage with the help and guidance of BBI financial advisers. 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.
I feel it necessary to put pen to paper and very selfishly congratulate my wife and myself on our decision to join BBI. Since moving to BBI we find the concept and ethos of the Company’s approach to us and our diversified financial requirements eye opening and breathtakingly refreshing from our past experiences.
We found the service from BBI very professional. Dale was very generous with his time, effort and knowledge. He’s got a customer for life!
Yes, we are whole of market Advisers, meaning we are not restricted to using certain providers. We access the whole marketplace to ensure we find the best suited products from the industry leading providers to provide you with a bespoke service. Unlike restricted advisers, our advice is unbiased, meaning you can rest assured knowing we have your best interest at heart.
Yes, we are fully regulated by the Financial Conduct Authority (FCA), meaning you are in safe hands.
Yes, we offer a free no obligation initial consultation service to establish whether you require our services. This enables us to sit down with you and assess your financial affairs, get to know each other and see exactly how we can help you. During this consultation, we will outline any associated fees should you require further services.
All of our providers are regulated by the Financial Conduct Authority and your money is protected under the Financial Services Compensation Scheme (FSCS).
No, we don’t ask any of our clients to commit to any contracts. We strive to deliver excellent customer service and build long term relationships with our clients. However, should you wish to leave, you are free to do so.
Speak with one of our Advisers today, and see how we can help you make the most of your financial planning needs.
