Helping to ensure your finances fit your life
Our specialist advisers offer individuals a range of services encompassing tax efficient wealth planning, protection, retirement and inheritance planning. At BIA Financial Planning, we offer all-important continuity. The same adviser works with each client for many years to help them achieve their goals.
Communicating in a language that everyone can understand, we adopt a highly personal approach reflecting individual needs and circumstances. We never impose standardized packaged solutions because circumstances and requirements are never the same between any two clients.
What do you want from your adviser?
At BIA, it starts with a conversation, and leads to our recommendations to you. In between, we probe deeper; bring in new information, or a fresh technical perspective. We take account of your bigger picture, even if we manage just a discrete element of your wealth. Our aim: to earn your trust, through sound guidance and practical results.