B&C Financial Planning

Informations générales

At B&C Financial Planning, we are passionate about helping you achieve your financial aspirations. We work closely with you to understand your short, medium and long term financial goals as well as your attitude to financial risk. We form long lasting relationships with all our clients and our aim is to create a bespoke financial plan specific to your needs that is reviewed and updated on a regular basis.

We aim to help our current and future clients to make sense of all matters financial in an ever more complex and rapidly changing world

Research and feedback tells us that in the UK most people find that the financial advisory industry seems to have the ability to make the simple complex, uses a different language and shrouds costs and charges in a mist that combines to engender a lack of trust.

That’s where the team at B&C Financial Planning aim to make a difference. Our objective is to deliver simplicity, transparency, honesty and integrity in everything we do.

With many years experience in assisting business owners and family businesses across the East Midlands, we add significant value by helping you to develop a coherent and planned approach to succession planning, business exit, or simple retirement planning.

Our no cost, no obligation initial consultation, helps many business principles decide what sort of help they need (if any!)