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Financial Planning for Private & Wealthy Clients

BBi Financial Planning has a team of experienced, chartered financial planners to assist you.

We can help you with everything from an ISA to family trusts.

Our relationships with experts in tax and trusts mean our service can provide the core solution to your financial needs and goals.

Why choose BBI FP for high value financial planning?

We are Experienced

We’ve seen it all. Our advisers hold advanced qualifications, maintain the highest ethical standards, and have experience spanning four decades.

Market leading technology

We invest in the UK’s leading financial technology, giving us access to the best research and most reliable tools.

Plans tailored to you

Nothing is off the table. We can advise on the full range of UK financial products and make sure each one has a purpose in supporting your plan.

Why you need a HNW financial plan

Simple financial products are good enough for most people, but a HNW individual will probably have more complex needs and tax liabilities.

At BBi Financial Planning, our team has experience in arranging the right financial products to suit you.

We will listen to what you want, help you discover what you need, investigate your situation and advise you on any changes you might need to deliver your plan.

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Who should use our HNW service?

Business owners

You’ve worked hard to build a business and decided that now is the time to move on. But what’s next? Will it be a life of leisure or a new challenge? The right plan can support either, or both.


Pension sharing & divorce

When a relationship breaks down, the fair separation of assets is vital to ensure both people get what they need, and what they deserve. Sometimes a divorce can result in an unexpected windfall for a person with no real experience of handling this money before.



You’ve put in the hours to take your business to the next level. What will you do with your reward? Is keeping your money in the shares of one company the best plan? We can help you diversify and add resilience to your wealth. The saying ‘don’t put all your eggs in one basket’ has never been more true.


Lottery winners

Is the good fortune of a large win something you are ready for? Sudden wealth can bring as many problems as it solves. Rushing in to big life changes could cost you far more in the long run. Slow planning is sometimes the best option.



A large inheritance will change your life. Will it be for the better? Good planning can help you reduce costs, set up your own future, and help you fulfil lifelong dreams. An inheritance means you have benefited from the careful plans of others. You can sustain their legacy by doing the same.


Accident claims

You’ve successfully been paid what you’re owed, but what do you do with the money now? If something life-changing occurred, how will the money help you adjust? Will this money replace your income or supplement it, and how can you use it wisely?


Additional benefits of HNW planning

Planning is not only about financial products. It’s about supporting the life you want. You might already have an idea of the best thing for you to do.

BBi FP are independent and unbiased. We can ‘sense check’ your plans by providing a professional second opinion.  Our advice will be impartial and unemotional.

Why BBi Financial Planning


Our advisers have obtained the highest level of qualification in UK financial services.


Our advisers have seen it all, spanning four decades of experience each.


We invest heavily in expert compliance support to ensure our staff and processes are always under scrutiny.


We use the best tools available to make sure our research is as good as it gets.


We have relationships with tax and legal experts to provide you with a holistic support network.

BBi Group

BBi Financial Planning is a subsidiary of Berns Brett Ltd, part of the BBi Group of Associated Companies.