You are the single most important part of the financial planning equation…
…We are the family firm that combines strong family values with rigorous technical skill, and together we can reach financial goals that are driven by your aspirations and achieved through a bespoke, personalised plan
We are specialists across the following key areas of financial planning
Mortgages & Finance
Life & Health Protection
Planning for retirement can be one of the most important things you’ll face, and living comfortably in retirement is likely one of your main goals.
Creating a retirement plan and choosing the right pension products early enough will help to ensure you have the financial means to live the retirement you want.
Your mortgage is likely to be your biggest purchase decision - we can help assess your needs within the context of your wider financial landscape. We are able to advise upon and arrange; residential purchases, re-mortgages, first time purchases and buy-to-lets.
YOUR HOME / PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE BUY-TO-LET MORTGAGES.
Investing is about making your surplus cash work as hard as possible for capital growth or future income needs.
We work with you to create a bespoke financial plan, using the appropriate investments to achieve your goals.
We analyse your life situation and future plans and then highlight major risks and advise upon a protection portfolio to mitigate these, including; life insurance, critical illness, income protection and private medical insurance from the whole market.
In making you aware of your exposure, we better equip you to make an informed decision as to the risks you are prepared to carry forward.
With an increasing awareness and appetite for financial advice among younger clients, the planning of estates and intergenerational wealth is becoming ever more important.
Early and intelligent advice, together with that of your accountant, can ensure that decisions are made in an objective, calm and collective way and that tax burdens are managed or reduced where possible.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION ADVICE.
Who we are
As an established family firm, Basi & Basi Financial Planning Ltd offers true independence and industry expertise underwritten by strong family values. With our professional experience spanning four decades, we aim to build long lasting relationships with our clients building a level of trust which can only be achieved over time.
Whatever your financial aspirations, please do get in touch to discuss how we may be able to support you.