Private Clients

The foundation of the service we provide to our clients is built on developing a long-term relationship that enables us, over time, to recommend the appropriate adjustments required to our clients' financial planning strategy, as events inevitably change.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

BBT Group Ltd has a wealth of experience in the areas of financial planning and wealth management, and we provide clients with a comprehensive service designed to create a bespoke financial planning strategy.

BBT Group Ltd offers advice to private clients on a whole range of financial services. Your personalised financial plan will be based on a written, tailor-made report which may include one or more of the following:

• Retirement and pension planning
• Investing for capital growth or income
• Estate Planning*
• Inheritance Tax* and succession planning
• Tax planning and mitigation*
• Family protection life assurance
• Protection against critical illness
• Income protection
• Long-term care
• School fees planning
• Mortgages
• Private medical insurance

*The Financial Conduct Authority (FCA) does not regulate all of these products and services