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.
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.
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.
Our New Office After a successful first year,our team has grown by taking on two new Trainee Advisers and therefore we have recently relocated to
Do I need to plan for Inheritance Tax? Inheritance Tax (IHT) is the tax payable on your estate upon your death when it’s passed on
Broadoak Financial Planning in the Community At Broadoak Financial Planning, we strive to uphold our core values at all times. One way we have done
For more information about our services, get in touch with a member of our team