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Archive | Good news

What our clients say about us

In this blog post http://www.bbifp.com/2018/12/28/ten-years-of-feedback/ , we discussed the data from a decade of client feedback forms. We are extremely pleased with the results of our ongoing surveys and will do our best to maintain these standards. What we were not able to do there was show all the wonderful comments we have received over […]

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Ten years of feedback

We’ve just updated our process for collecting client feedback (read more about this here), and it was while updating this that we realised we have been asking clients to fill in our post-sale questionnaires for ten years. Our very first form was issued on 26th October 2009….and has not yet been returned. Plenty of others […]

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We’ve updated our client feedback form

Feedback from our clients is a valuable and important part of our relationship. Clearly we only ever want to hear good things, but the bad is important too. We’re not perfect, although we try to be. For ten years we have been sending these forms in the post with policy documents and over the last […]

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Our Core Values

BBi Financial Planning is committed to professionalism. To us, this means we want to do the best things by our clients. We have demonstrated this over the years by our fierce commitment to independence (because our only concern is our client) and to our status as a Chartered firm (which was one of our first […]

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Getting the team back together

We are very excited to introduce our newest team member, Charlotte Curd! Charlotte previously joined us as an apprentice and quickly gained several financial planning qualifications. After a brief time with Old Mutual Wealth, she has now completed her studies and has obtained her Diploma in Regulated Financial Planning which makes her (we believe) the […]

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Even the government thinks tax is too complicated!

The Office of Tax Simplification (OTS) is looking at ways to simplify tax on savings. The OTS is looking at the way in which savings and investment income is taxed, which can be very complicated. Its May 2018 paper states, the interactions between the [tax] rates and allowances is sufficiently complex at the margins that […]

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Chartered Status – Not just a badge

The Chartered Insurance Institute yesterday awarded BBi Financial Planning the coveted status of Chartered Financial Planners. So now we get to update our logo, slap a gold badge on our paperwork and carry on business as usual, right? Well, yes and no. Yes, because in a very real sense nothing has changed. We are the […]

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BBi FP awarded Chartered status

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to BBi Financial Planning Ltd, one of London’s leading providers of financial advice. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of […]

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Gold Stars

Well Done Charlotte!

A big congratulations to Charlotte who has succesfully passed her apprenticeship in the shortest possible time of one year! Charlotte has also passed two exams since joining us in October 2015 and now officially holds the title Cert CII (FS). Charlotte has made a big and welcome contribution to the company since she joined and […]

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