For Growth | For Life
Through a deep understanding of our clients’ goals and the
application of our financial expertise, Broadoak Financial Planning empowers
clients to attain peace of mind and maximise their lifestyles.
We’re a purposeful company committed to changing lives for
the better by doing the right thing.
We establish enduring relationships with our clients,
supporting them through significant life changes, such as moving home, having
children, navigating divorce, facing job loss, or entering retirement.
We actively listen to our clients and assist them in
planning strategies to grow and safeguard their wealth.
Our vision is to help you achieve yours.
As a market leader, we will deliver innovative solutions and value-for-money advice to help you maximise your lifestyle.
Our employee-owned model ensures our interests are aligned with yours. We will continue to recruit and develop the right kind of people to share our positive ‘can-do’ ethos and strong social conscience.
We always value what is right over what is profitable and, most of all, caring about you and your outcomes.
Our values
We believe that having strong core values is paramount in developing a strongly client-focused business culture
Empowering
We will give you the information you require and facilitate the knowledge and understanding you need to make the best decisions, based on your individual circumstances, to help you live the life you desire.
Insightful
We use our experience of working with different clients and applying various financial solutions to offer different perspectives on your financial situation. We answer your questions so you can make informed decisions with peace of mind.
Principled
We will always do what is right over what is most profitable and we put your interests at the heart of every decision. We uphold the highest standards of integrity in all our actions. We are honest with ourselves and those we work with.
Impactful
We help you decide what is important and implement strategies that work towards achieving your goals. We strive to create the maximum positive impact in your life.
Employee-owned
We will align our interests with yours by being employee owned.
Transparent
We will always be open and honest with you when delivering our service to you. You will understand how much you pay, what you are paying for, and how you benefit from our service.
Testimonials
Latest updates
Investment market update: October 2024
Investment market update: October 2024 While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment
Interest rates are predicted to fall to 3% next year and could slash mortgage repayments
Interest rates are predicted to fall to 3% next year and could slash mortgage repayments There could be good news on the horizon for mortgage
The pensions basics you need to know as a self-employed worker
The pensions basics you need to know as a self-employed worker As a self-employed worker, managing your finances can be more complex. One area you
5 smart reasons why retirement planning should start in your 30s and 40s
5 smart reasons why retirement planning should start in your 30s and 40s If you’re working and contributing to your pension, you might think you
4 valuable ways lifetime cashflow forecasting could give you financial confidence
4 valuable ways lifetime cashflow forecasting could give you financial confidence Lifetime cashflow forecasting is a core part of financial planning that could help you
2 key Budget announcements that may affect your financial plan
2 key Budget announcements that may affect your financial plan Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid
Interested?
For more information about our services, get in touch with a member of our team