Client Area

This area is for Basi & Basi Financial Planning’s clients, with; links for personal logins provided by us, downloadable documentation and an area to upload any documents you need to send to us securely. There are also very useful calculators available for our clients and visitors to the site, for information only use. If UK tax rates are needed, we also have a section available to this, but please keep in mind these are subject to change. We take no liability for any of the material supplied in this client area, because for any specific financial advice you need to contact us.

If you would like to be a Basi & Basi Financial Planning client and have access to the logins, tools, iphone app and of course to our financial planning expertise, then please contact us, for a no obligation chat.

Logins & Links

Tax Rates & Other Information


Upload and Download Documents Securely