Launched in January 2013 by a very successful firm of Chartered Financial Planners, Bread and Butter Advice are making it simple for everyone to access good, professional, personal financial advice.

Typical questions our clients want answered!

  • Can I / We afford to retire?
  • Am I properly insured against death or illness?
  • Are my investments really working for me?
  • I want to review all of my pension retirement options. Can you help me?
  • How best do we pay care fees?
  • Can you look at the whole mortgage market for me?

Areas of Advice: 

The full process: 

BABA_process_v2

Want to know more?

Book your appointment now

We work with hundreds of companies. Here are just a few:

Who are the typical Bread and Butter Clients: 

  1. Clients who value speaking to the same adviser each time.
  2. Clients who appreciate simple and understandable advice.
  3. Clients who value old-fashioned and good service.
  4. Clients who value attention to detail and patience.
  5. Clients who value the benefits of technology in the advice process.
  6. Clients who run very busy lives.

Want to know more?

Book your appointment now

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Bread and Butter Advice Blog: 

John Husselbee: View from the front row

February 16th, 2017|Comments Off on John Husselbee: View from the front row

In the first of a new regular series for Professional Adviser magazine, reviewing the hot topics that have been keeping him busy over the past month, John Husselbee from Liontrust, considers issues thrown up by [...]

Why Invest?

December 13th, 2016|Comments Off on Why Invest?

George Critchley, Director at Bread and Butter Advice, discusses investments… My favourite investment book is ‘The Richest Man in Babylon’ by George S Clason, first published in 1928. Yes before even the first Wall Street crash! [...]

Understanding sustainable investing

September 9th, 2016|Comments Off on Understanding sustainable investing

Sustainable investing conjures up images of so-called “green funds” that invest solely in wind power, solar panels and other renewable technologies. The reality is that over the years there have been many misconceptions about what [...]

Reality Check: The impact of Britain leaving the EU

July 25th, 2016|Comments Off on Reality Check: The impact of Britain leaving the EU

Whichever way you voted in the referendum on June 23, the impact of Britain voting to leave the EU is still reverberating and while it’s still very early days, we understand that some people [...]