Archive | Good news

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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