Welcome to BBT Group
BBT Group is a national firm of Independent Financial Planners, meaning that we are not tied to any one provider or investment. Established in 1998, our aim has always been simple – to provide our clients with straightforward solutions to complex problems.
Our team of 60+ professionals is dedicated to meeting the needs of over 6,000 clients with over £1billion under management, and we work to ensure that every single client receives the same level of service. This is why we wear our Chartered badge with pride – it is our public commitment to professionalism and evidence of our high standards with regard to qualifications, ethics, business practices, and professional development.
We understand that making financial decisions can be stressful and can have significant and life-changing consequences, which is why we treat every client as an individual, and provide bespoke solutions designed to meet their individual needs and goals.
We take great pride in the service we provide to our clients, which is why we are always delighted when they take the time to provide feedback. Click below to read some of our client testimonials.
Interested in finding out how we can help you achieve your financial goals? We offer all initial consultations at our own expense so that you can feel comfortable about taking that first step. Click below to get in touch.
Building a Financial Plan
We believe that every client deserves a holistic, bespoke financial plan, designed to protect their overall financial wellbeing. Learn more about how we design your financial plan by clicking below.
Meet The Team
Our team is full of dedicated, passionate individuals and is always growing. Find out more about our team and how we work (as well as any current opportunities to join BBT) by clicking below.
How to Secure Your Future
Treating Customers Fairly
We take pride in working within a regulated environment which prioritises the interests of consumers.
BBT Group Ltd is directly authorised and regulated by the Financial Conduct Authority (FCA). To help us ensure that we understand our regulatory obligations we subscribe to the services of threesixty. Established in 2003, threesixty provide support services to over 900 adviser and discretionary fund management firms and 9,000 advisers. More information about threesixty can be found here.
BBT Group Ltd has satisfied the rigorous criteria relating to professional qualifications and ethical good practice. Therefore, you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
Latest Blog Posts
Financial Planner Roy Ritchie explains the importance of holding your nerve when markets are volatile. I think it is fair to say that we entered
Chartered Paraplanner Simon Hartley explains exactly how useful a Lifetime ISA can be for those looking to buy a home. With the end of the
Chartered Financial Planner Alex Pickles explores the basics of mitigating Inheritance Tax. Many people find the idea of discussing Inheritance Tax (IHT) uncomfortable, either due