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.


Testimonials
Contact Us
Building a Financial Plan
Meet The Team
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
The ‘secret’ to easing an Inheritance Tax burden
A practical solution to a challenge many families could face When planning your legacy, it’s essential to understand how Inheritance Tax (IHT) may impact what
Ten years of pension freedoms
Research reveals worrying trends among savers Ten years ago, pension freedoms revolutionised how people access their retirement savings. These changes offered savers over 55 greater
New rules of Inheritance Tax on businesses and land
What families need to know and how to plan for the future The October 2024 Budget proposed sweeping changes to Inheritance Tax (IHT), significantly tightening