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Basi & Basi Financial Planning Ltd
       
 
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Basi & Basi Financial Planning Ltd
 
 
Overview: 

As a firm, we target, not sales, but rather long lasting relationships with our clients to build a level of trust which can only be achieved over time.

As a growing family firm we feel we have collated an ideal combination of individuals, each with their own experience, qualifications and methods of providing the most suitable financial advice. We work as a team, utilising individual expertise for the benefit of our clients.

How many sources of independent financial planning can offer the following? :
Ady Basi, Executive Financial Planner: 20 years experience in the field, shortly to apply for Chartered status.
Michael Basi, Managing Director and Financial Planner: a former investment project manager for a multi-national investment bank.
Nicholas Basi, Financial Planner: a Financial Services degree graduate with first class honors.
Michael Draper, ParaPlanner: a highly experienced practice manager, including 20 years with Royal Mail
Links to highly commended accountants and solicitors, so as to provide you absolute financial planning if you so wish.
A firm authorised and regulated by the Financial Services Authority. You deal with us, and we report to the Financial Services Authority, there are no middle men.
Members of the London Chamber of Commerce & Industry, a highly respected and established collection of London’s premier firms and organizations.
Leaders in client technology, with our own branded interactive iPhone app which allows our investment clients to see their portfolio 24 hours a day.
Offering you the client the choice between paying us by; fee, through commission payments (for non-investment products) or a mix of the two where appropriate, with the majority of our clients selecting an option involving a fixed fee, to assure true independence.
History: 

Basi & Basi Financial Planning Ltd has been established since 2010, a new company name for an old family firm; Ady Basi began in the financial service industry in 1994, and the prior firm of IFA Stop Ltd was finally replaced with Basi & Basi Financial Planning Ltd in 2011. Suitable for a new age of collective responsibility, the new name aims to emphasise our family and the values we hold dear.
Formerly known as:  IFA Stop Ltd


 
 
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