About Us

We are B&C Financial Planning

If you are seeking Financial Planning advice from a (mainly!) young ambitious team, we might be the ideal fit for you.

B&C Financial Planning is a proven provider of Financial Planning services in the East Midlands, with experience lasting over 35 years.  The team who deliver it are a young ambitious group though, who have proven that they are a force to be reckoned with.

We don’t seek awards and accolades, we just focus on delivering a very personal service.

Choosing the right adviser

When selecting an adviser to help you through the financial jungle of life, choosing the right one is a minefield, because you are entering into one of the most important and potentially valuable professional relationships, you will need.

Some of the relevant factors are what we call the ‘soft fluffy stuff’:

  • Does it feel right?
  • Do you think you can work with the people you are engaging?
  • Are they well known in the locality?
  • What do people say about them?

Key strengths and attributes

So here, we try and set out what we feel are our key strengths and attributes along with what you could expect if you were to engage us as your professional adviser – a step which can be difficult to change the further the relationship develops and becomes embedded in your future life planning.

So, take a little time, read and consider ‘Our Core Values’ which are:

  • Honesty and Integrity,
  • Transparency,
  • Courtesy and Respect,
  • Communication.

Please ask for clarification on anything we do, and we hope we will have the opportunity to work with you in the future.

There is, quite purposely, no indication of our fees here, because our services will be tailored to your current and future needs – and we are all different!