Personal Financial Plan in the City of London
A personal financial plan is the clearest way to take control of your money, your goals, and your future. BB Financial Advice creates bespoke personal financial plans for clients across the City of London and Greater London, combining 20 years of expertise with a genuinely personal approach. Based at Warnford Court on Throgmorton Street, we are FCA regulated and Chartered, giving you the highest standard of advice from start to finish.
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What Your Personal Financial Plan Will Cover
Every personal financial plan from BB Financial Advice is built around your individual circumstances. We begin with a thorough fact-find, reviewing your income, spending, savings, debts, protection arrangements, pensions, and investments. We then model your current trajectory and compare it to your goals, identifying gaps and opportunities. The finished plan gives you a clear, prioritised roadmap that you can act on with confidence.
Personal Financial Planning for Life Events in London
Major life events can significantly change your financial position and priorities. Whether you are buying a property in London, receiving an inheritance, starting a family, changing jobs, or approaching retirement, BB Financial Advice helps you update your personal financial plan to reflect your new reality. Many clients across the City of London come to us at these inflection points and find that a clear plan removes significant stress and uncertainty.
Ongoing Support for Your Personal Financial Plan
A personal financial plan is not a document you file away and forget. BB Financial Advice provides ongoing support, with regular review meetings to assess progress, incorporate life changes, and adjust strategies as the market or regulatory environment shifts. Our London clients value the continuity of working with the same Chartered Financial Planner who knows their situation in depth.
Independent Advice
ABOUT US
BB Financial Advice was founded by Bobby Bhuiyan, a Chartered Financial Planner and FCA Certified adviser with over 20 years of experience in the London financial market. Operating from Warnford Court on Throgmorton Street - just minutes from the Bank of England and the Lloyd's of London building - we are ideally placed to serve clients across the City and the wider capital.
Chartered Financial Planner status - the gold standard of UK financial advice
FCA regulated for your protection and peace of mind
Specialist in Inheritance Tax planning for London families
Free initial consultation with no obligation
Serving the City of London, Hackney, Islington, Camden, Whitechapel, Southwark, and Bermondsey
We work closely with clients in Camden Town who are balancing creative or media careers with personal financial ambitions that deserve serious attention. Whether you are a freelancer managing irregular income, a salaried professional with complex benefits, or someone building up significant savings for the first time, BB Financial Advice creates a personal financial plan that is realistic, achievable, and designed around you.
STILL NOT SURE?
Frequently Asked Questions
What is included in a personal financial plan in London?
A personal financial plan from BB Financial Advice covers income, outgoings, savings, debt, protection needs, retirement goals, and investment strategy, all brought together in a single clear document.
How long does it take to put a personal financial plan together in the City of London?
Following your initial consultation, most personal financial plans are ready within two to three weeks, depending on the complexity of your financial situation.
Can my personal financial plan be updated over time by a London financial advisor?
Yes. BB Financial Advice provides ongoing reviews to keep your personal financial plan current as your life, goals, and financial circumstances evolve.
OUR REVIEWS
I had been looking for a financial advisor and after speaking to a few I was recommended Bobby by a close contact. I read reviews on Bobby on ‘vouchedfor’ and Google and found them to be very positive. Following this I made initial contact Bobby and found him to be very personable and felt at ease. Bobby has shown himself to be very experienced, knowledgeable and clear in his approach to financial planning. He patiently understands my requirements, aim and risk tolerance. Bobby in a short period of time has demonstrated the value he brings, has been consistent in his recommendations and flexible to my needs. I feel my finances are in a safe pair of hands. He was also transparent with the charges for his services.
Bobby was very helpful and patient , my situation is complex in terms of inheritance and we examined all options together. He evaluated all the scenarios highlighting the various pitfalls and myths associated with IHT, i was very impressed by his understanding of the tax implications.
Bobby has been invaluable! I had no idea where/how to invest re my pension and redundancy money, and have been so happy with how everything is working out. We just finished a meeting re estate planning, and now have a clear understanding of my next steps. Thank you Bobby!
From the very first call, Bobby has shown himself to be professional, concise and clear in his approach to financial planning. He invested time to patiently understand my financial goals and risk tolerance without any expectation, and took care to explain how he provides and charges for his services.
I have had a meeting with Bobby today to discuss my parents business which they hope to leave to my brothers and I and protect it for future generations in a tax efficient way which reduces their inheritance tax burden. Bobby offered very clear and relevant advice and listened carefully to the specifics of our situation. His advice was practical and offers clear tax savings. He explained his fees transparently and his fees are reasonable given the level of work required and the savings it will provide us with. I would recommend him.
Bobby offered me concise and clear advice. He showed great knowledge of estate planning and very quickly understood my personal situation and provided the best route forward. He has been part of my network for over 10 years and after consulting with a wide network of connections I found him to be the best. I would definitely recommend Bobby.
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OPENING HOURS
Mon: 9am - 5:30pm
Tue: 9am - 5:30pm
Wed: 9am - 5:30pm
Thu: 9am - 5:30pm
Fri: 9am - 5:30pm
Sat: Closed
Sun: Closed
SERVICE AREAS
City of London
Hackney
Islington
Camden Town
Whitechapel
Southwark
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Bobby Bhuiyan Financial Advice is a Trading Style of Aegis Financial Planning Limited (authorised and regulated by the Financial Conduct Authority – FCA No. 624298, Registered in England & Wales No 8946610).
Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610. The FCA does not regulate taxation, trust or legal advice.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Trusts and Wills are not regulated by the Financial Conduct Authority.