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The Retirement Planning Specialists

BBT Group

Our Approach

We take the time to understand your needs, goals and priorities before we make any recommendations. It may be that you have a partner with whom you share your finances; our experience shows that if this is the case, then they should be present to ensure you both get the maximum benefit from the meeting.

Most client meetings take place in the comfort of your own home where you will have any relevant paperwork easily to hand.

We recognise that many clients work during the day and that days off and weekends are precious. Therefore, appointments are arranged at a time to suit you, and we have the flexibility to arrange evening appointments where necessary.

During your consultation, we will discuss all relevant financial planning areas and ensure that you are aware of any areas we believe need to be considered before formulating your personalised financial plan.

You may find it useful to visit the Preparing For Your Appointment section of our website to ensure you get the best from your consultation.

Creating a professional financial plan

Creating your financial plan and the provision of any ongoing service involves five separate stages. An overview of these is provided below:

Stage 1: Initial Consultation

This will allow your consultant to establish your current financial position, identify your objectives and answer any questions where appropriate.

If we can be of assistance to you at this stage, and should you wish to proceed, your consultant will discuss which financial planning areas need to be addressed and the recommendations to be included within your personal written report.

Stage 2: Research and recommendations

Should it be necessary to obtain information in relation to your existing investments and policies, your consultant will, after obtaining your signed authority, be able to arrange this for you.

Your consultant, in association with our Paraplanning team, will conduct the appropriate research and obtain any relevant illustrations and documentation. A report will be created by our in-house team which will then be checked and signed by your consultant. This would then usually be sent to you in advance of your second meeting.

It is likely that your financial plan may involve specialists within our Estate Planning department. Your consultant will, where appropriate, ensure that any necessary documentation is forwarded on your behalf.

Stage 3: Second meeting

Your consultant will revisit your agreed objectives from the initial meeting and discuss the contents of your report. At this stage, the necessary arrangements can be made to put any agreed recommendations in place.

Prior to leaving this meeting, a future contact date should be agreed between you and your consultant.

Stage 4: Administration

Your consultant will pass your file through to our administration team who will ensure that all application forms are checked, recorded onto our client management system and sent to the relevant providers. They will then liaise with your consultant to ensure that the process goes smoothly and your policy documents arrive safely.

Stage 5: Review

A financial review will take place in line with any dates agreed during your second meeting. Should the need for a review arise beforehand, you can either contact us at the office or get in touch with your consultant.

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

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