About

About BIA Financial Planning

BIA Financial Planning is an independent financial advice firm, created through acquisition, combining EFG-IFA, Ashby London and Platts Flello.

In combining these businesses, BIA Financial Planning has brought together a wide range of financial planning expertise, encompassing both corporate and personal financial planning.

Relationships remain at the heart of our service. We offer clients the highest quality personal service, the best professional advice and access to the most effective financial solutions. Our aim – as always – is to give clients a level of service they expect and deserve.

BIA Financial Planning is part of the wider Ascot Lloyd Group. Ascot Lloyd is a trading style of Capital Professional Limited. The Ascot Lloyd Group is supported by Oaktree Capital Management, a leading global investment management firm. BIA Financial Planning benefits from the key support a larger group can provide, ensuring clients receive the highest level of advice suitable to their individual needs.

 

Senior Management

 

Peter London Managing Director

John Male Managing Director

Mike Knott Director

Andrea Wilson Director for Operations & Risk Management

Phil Oaten Director

Adviser Team

 

Simon Lycett Director of Financial Planning

Nicholas Ronan Director of Financial Planning

Ian Hawkins Director of Financial Planning

Shaun Guest Director of Financial Planning

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