T: 0344 4 141 360

headoffice@bbtgroup.co.uk

The Retirement Planning Specialists

Preparing for Your Consultation

We always provide our initial financial consultations entirely at our own expense. The purpose of this meeting is for us to establish your aims and objectives so that we began researching the right financial strategy for you.

Preparing for Your Consultation

We always provide our initial financial consultations entirely at our own expense. The purpose of this meeting is for us to establish your aims and objectives so that we began researching the right financial strategy for you. Preparing for your consultation can ensure that you have all the right information to hand when you meet with your Financial Planner, meaning that they have more time to focus on your specific needs and goals and understanding exactly how BBT Group can help you. Below are some useful documents that can help you prepare for your consultation, including a checklist and a Financial Circumstances form for recording important information about your income and expenditure. You can either complete and send this to your Financial Planner ahead of your consultation or have it ready for when you meet. If you would like to request a free consultation, you can do so by completing our contact form.

Your Financial
Circumstances

Letter
of Authority

TCF
Questionnaire

Our Address

BBT Group
3 Mariner Court
Calder Park
Wakefield WF4 3FL

Telephone: 0344 4 141 360 or 01924 231 400
Facsimile: 0344 4 141 361
Email: headoffice@bbtgroup.co.uk

Email communications are not secure and for this reason BBT Group Ltd cannot guarantee the security of the email, its content or that it remains virus free once sent.

SMART MONEY HUB

To access our Smart Money Hub, simply click on the button below to be redirected to the Smart Money Hub login page.

BBT Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
BBT Group Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 922221.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. BBT Group Ltd is registered in England & Wales number 3489429. Registered office address:3 Mariner Court, Calder Park,Wakefield, WF4 3FL

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

©2023 BBT Group All rights reserved.