Independent financial advice to help you plan for the future you want

Led by Joy Clegg, Managing Director. BHP Financial Planning Limited is dedicated entirely to meeting your financial planning needs.

BHP Financial Planning Limited works closely with BHP Chartered Accountants to ensure that you have the opportunity to access experts in all areas of finance – click here to see our Private Client offering.

BHP Financial Planning Limited offers truly independent advice, based on your particular circumstances, wants and needs. We understand that financial planning covers all aspects of your life, and that everybody’s life is different.

With a range of advisors – 4 men and 2 women of different ages, each with extensive experience and expertise, it is easy to find a BHP advisor on your wavelength.

Services

  • Financial planning incorporating life time cash flow planning
  • Savings & investment
  • Retirement planning
  • Inheritance tax planning
  • Individual protection
  • Corporate financial planning
  • Employee benefits

BHP Financial Planning Limited is proud to have been awarded the prestigious ‘Chartered Financial Planners’ title by The Chartered Insurance Institute (CII). Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

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