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T: 0344 4 141 360

The Retirement Planning Specialists

BBT Group

Our Clients

There are times when it can prove difficult to establish your true financial needs. Not everyone knows how to achieve their goals, and in many cases these are only clearly identified following extensive discussions with our experienced consultants. This is why we take the time to establish a strong foundation for your financial plan and provide advice in a friendly and understandable manner.

Our enviable reputation has been built based on honesty, reliability and excellent service. Many of our clients have personally trusted their financial planning to BBT Group Ltd for nearly 20 years and throughout this period, we have developed many good friendships.

BBT Group Ltd offer both private client and corporate advice on a whole range of financial issues including the following:

Private Clients

  • Retirement and pension planning
  • Investing for capital growth or income
  • Estate Planning*
  • Inheritance Tax* and succession planning
  • Tax planning and mitigation*
  • Family protection life assurance
  • Protection against critical illness
  • Income protection
  • Long-term care
  • School fees planning
  • Mortgages
  • Private medical insurance

Corporate Clients

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems*
  • Group and executive
  • Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

Private Clients

The foundation of the service we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.


Corporate Clients

BBT Group Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional consultants that assist our clients' businesses, including accountants or solicitors.


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.


Knowledge Centre

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