BBI Independent Financial Advisers Limited

Welcome to BBI Independent Financial Advisers

BBI Independent Financial Advisers Ltd is an award winning practice based in the heart of Kidderminster, Worcestershire.

For over 25 years we have been providing holistic financial advice to new and existing clients. We pride ourselves on our integrity, transparency and honesty and provide our clients with a wholly independent and holistic financial planning service to cater for all their financial needs.

We very much believe in the ethos of giving profound advice and educating our clients, rather than just selling a product. We understand everybody's circumstances are different, and therefore take time to sit down with you and discuss which options are best suited to your specific circumstances.

Why Seek Independent Financial Advice?

You don’t have to see a financial adviser when you’re buying a financial product, but if you don’t, you may choose something that isn’t suitable for you.

You can get professional financial advice to help you plan ahead and make the most of your money from a variety of sources, including banks and building societies, insurance companies, financial advisers and planners, mortgage brokers and stockbrokers.

Our advisers will assess your personal circumstances and recommend financial products that are suitable for you.

We can help you achieve your aims

A financial adviser can give you advice about managing your money as a whole, or help you with specific needs or goals. You may decide you want professional financial advice if, for example, you:

• want to start saving for a pension or to get a mortgage;
• are considering protecting your family in the event of accident, illness or death;
• receive a lump sum of money, either through inheritance or redundancy, or;
• are coming up to retirement and want help converting your pension fund into retirement income.