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


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

Shoppers walking down a high street.

Investment market update: January 2024

Investment market update: January 2024 While a new year started, many of the key factors affecting economies and markets in January were the same as


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