Private Clients

At Basi & Basi Financial Planning, we believe holistic planning is critical to achieving the goals in life that a person has. If your are comfortable to do so, we will happily review your whole financial position from mortgage arranging and life and health protection planning, to investment and retirement strategy.

In this manner, we can gauge the exact product mix and financial strategy we believe will be most beneficial to you. It is important to have the right financial priorities in place for your specific circumstances.

We conduct a ‘Fact-Find’ which is a collection of your financial and personal information…our ‘recipe’ to work from to provide the appropriate financial planning advice specific to you, to ensure your financial plan meets your goals.

Please read the following pages to see the different services we can provide..all under our holistic financial planning umbrella:

Investment Planning

Retirement Planning

Inheritance Tax Planning

Life & Health Protection

Mortgage Arranging

General Insurance (eg: Buildings & Contents Insurance)

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION ADVICE AND SOME FORMS OF MORTGAGES. A TYPICAL FEE FOR MORTGAGE ADVICE IS £150.