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The Retirement Planning Specialists

BBT Group

About BBT Group

Providing simplified solutions in a complex world…

Today's world is full of choice and opportunity, but the need to plan has never been greater. Increasing wealth, changing legislation, greater expectations and the need for self provision to meet these challenges means the demand for professional advice has never been more critical.

We firmly believe that any financial services organisation, genuinely wanting to meet the needs of their clients, must have the ability to provide holistic financial planning delivered through a range of services.

By combining the skills of Financial and Estate Planning Professionals under one roof, we are able to address the two key areas necessary for our clients to achieve peace of mind in the knowledge that they have a structured, yet flexible financial plan.

As a result of our experience and expertise, we are able to build quality, long-term relationships with both external organisations and individual clients. We believe these are best served by offering a personalised face-to-face service.

Our consultants are highly qualified and have many years of experience. They receive quality administration support, research and planning services to ensure they deliver the best level of service when dealing face-to-face with their clients. We pride ourselves in our ability to provide 'tailor-made' solutions to individual needs as opposed to 'off-the-shelf' solutions.

Operating nationally, we are asked to speak at many seminars and courses where we pass on valuable knowledge and help individuals understand the importance of making the right financial decisions.

BBT Group Ltd is directly authorised and regulated by the Financial Conduct Authority (FCA). To ensure that our standards of high quality service and advice are maintained, we additionally contract the services of threesixty - one of UK’s largest compliance and technical research organisations operating in the financial services industry - to offer support and guidance. This combination ensures that our clients' interests are protected and better served when we are managing their affairs.

Our experience and expertise

BBT Group Ltd has been helping clients navigate complex financial markets since 1998. From those very early days, our commitment, dedication and approach has positioned us as a premier financial planning services provider.

We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being.

Our highly qualified and professional team cover the whole financial services market. Whether you are looking for general advice, seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.

Impartial advice of the highest quality

Our highly skilled consultants use state-of-the-art technology, enabling us to meet all of our clients' financial needs and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available. Our clients want to be certain that any recommendation presented for their consideration is the most appropriate to their individual needs.

In other words, recommendations which are totally in our clients' best interests – not someone else's.

Building rewarding relationships

Any costs associated with your initial consultation are usually met by us, after which we provide a full explanation of costs in writing. We do not begin to make any recommendations until we have a thorough understanding of our clients' circumstances and requirements.

With that knowledge, we can identify the strategy that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what is in our clients' best interests. We can work alongside our clients' accountants and solicitors if required.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.

Our Address

BBT Group
2 Benton Office Park,
Bennett Avenue, Horbury,
Wakefield, West Yorkshire WF4 5RA

Telephone: 0344 4 141 360 or 01924 231 400
Facsimile: 0344 4 141 361

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.


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