Financial Planning

Financial planning in Bournemouth, Poole, Wimborne, Oxford and the South West.

We’re experienced in all aspects of financial planning for business and individuals. In fact it’s a specialism of ours. As trusted advisors we take a holistic view of your financial situation and make recommendations on your budgeting, savings, tax planning, investments, retirement funds and estate management that are tailored to you and your goals.

The experience gained by the directors of BKB from starting and running our own business “from scratch” means we can identify the problems that will be encountered before they happen and advise owners what plans to put in place to avoid common pitfalls from happening.

We are not regulated to give any financial product advice and so we refer all investment and pensions advice to regulated IFA's. We have a network of IFA's who all specialise in particular areas from investments, pensions, mortgages and asset protection.

Excellent hands on service, they make sure they fully understand your business and therefore your requirements. Recommend 10 out of 10 .

Client in Aylesbury, 14 August 2014

Very efficient communication and service always very professional. Have recommended to friends and family and all have been very pleased with service provided and value for money.

Client in Alton, 11 November 2014

As a new business, we have used BKB for the past year. All our queries and financial matters have been dealt with promptly and professionally and we have found all the staff there to be both knowledgeable and courteous at all times.

Client in Poole, 5 January 2015