Our parent company, BBi Berns Brett, is predominantly a commercial insurance broker. They have created the attached document in order to aid their commercial clients during this difficult time. We have uploaded a copy to our website to assist any clients who may be interested. For further information, please contact your regulated financial provider, accountant, […]
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One of our advisers has joined the PFS London committee
Some more good news to round off a brilliant 2018. Our newest adviser, Charlotte Curd, has been welcomed into the Personal Finance Society as the Young Member Secretary for London. Charlotte was voted on to the committee on 14th December 2018. The Personal Finance Society exists to ‘lead the financial advice community towards higher levels […]

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 […]

Inflation danger and Index-linked savings certificates
National Savings & Investments (NS&I) savings certificates will next year be indexed to inflation measured by CPI instead of RPI. This is a story about the dangers of inflation … NS&I certificates have not been on sale since 2011, but NS&I allow existing certificate holders to reinvest in new series of certificates when their old […]

Is the spectre of high inflation returning?
December 2016 had the highest inflation figure since July 2015 Inflation was far from our minds for much of 2015. The Consumer Price Index (CPI), the government’s chosen measure, showed annual inflation oscillating between -0.1% and 0.3%. Last year told us a rather different story and by December 2016 prices were rising by 1.6% a […]