For Growth | For Life

By understanding our client’s aspirations and applying our financial expertise, Broadoak Financial Planning helps them gain peace of mind and achieve the lifestyle they want.

We’re a purposeful company, committed to changing lives for the better by doing the right thing.

We build long-term relationships with our clients, supporting them through major life changes, such as moving home, having children, building and protecting their wealth, divorcing, facing redundancy or heading into retirement.

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


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.


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.

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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.


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.


We will align our interests with yours by being employee owned.


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.


Latest updates

A woman using social media on her phone.

Investment market update: July 2023

Investment market update: July 2023 Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what


For more information about our services, get in touch with a member of our team