About BBT Group Ltd
BBT Group Ltd is a national firm of Independent Chartered Financial Planners with a strong presence in the Gloucestershire region, particularly through adviser Akbar Patel who serves clients in and around Gloucester. Established in 1998 by like-minded professionals with decades of industry experience, BBT has grown into an impressive organization with over 60 professionals serving more than 6,000 clients nationwide, with over £1 billion under management. This scale provides clients with the resources and expertise of a large national firm while maintaining the personal touch of a local adviser. Akbar Patel, BBT's Gloucester-based adviser, has earned an outstanding 4.9 out of 5 rating from 101 client reviews on VouchedFor, demonstrating exceptional client satisfaction.
BBT's founding vision was to create an organisation that could deliver high-quality, bespoke financial planning services that treat every client as an individual with unique circumstances and goals. The firm's Chartered status signifies their commitment to the highest professional standards and technical excellence in financial planning. Unlike tied advisers, BBT is completely independent, meaning they can select solutions from the entire UK market rather than being restricted to products from a single provider. This independence, combined with their fee-only charging structure, ensures advice is genuinely in clients' best interests with no hidden commissions influencing recommendations.
BBT offers a comprehensive range of services including pensions, investments, inheritance tax planning, long-term care planning, insurance, wills, and powers of attorney. Their holistic approach looks at all aspects of a client's financial life, identifying opportunities and potential pitfalls that might be missed by advisers with a narrower focus. For residents of Gloucester and the Cotswolds seeking a well-established, highly-rated financial planner with national resources and local personal service, BBT Group represents an excellent choice. Their combination of scale, independence, Chartered status, and consistently high client ratings sets them apart in the region's financial advice market.
Fee Structure
BBT Group Ltd operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.