Financial planning


Private and Personal Financial Planning

Financial planning is important in helping you to plan a secure future for you and your family. Our approach is simple, we aim to create strategies that enable our clients to protect their wealth and attain financial independence. Understanding that each individual has varying and changing needs, we at Broadbents Financial Planning are able to offer advice on:

  • Personal financial planning
  • Income in retirement
  • Pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation
  • Life and health insurance
  • Income protection
  • Trust planning
  • Inheritance planning

Corporate Financial Planning

It is important for any business today to identify and review both long and short-term financial plans. At Broadbents Financial Planning we have the expertise to help business owners to develop a robust financial planning strategy. We have a substantial corporate client base and are able to advise on the following financial services:

  • Corporate financial planning
  • Group and executive pension schemes
  • Partnership and director share protection
  • Corporate insurance
  • Key person business protection
  • Employee benefits arrangements
  • Advice for employees

Contact Sue or Francesca on 01422 347 880