Award winning planning

By working closely with BHP Financial Planning Limited we ensure that you have the opportunity to access experts in all areas of finance. Our services and support offering includes:

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

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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