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

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

We were introduced to Mark Anderson by our retiring Family Financial Adviser. It was at this first meeting we knew Mark was the right person to continue with our Family Finances. Mark is a highly qualified Chartered Financial Planner and an elite Fellow of the Personal Financial Society. With this expertise we have experience of the very best in Financial Planning. We thank Mark for his honesty, integrity, compassion and commend him for his professional and humanistic approach.

Anne P, Leicester & Susan Y, Goole

Mark Anderson has been our Financial Advisor for fifteen years and during that time he has helped us to rationalise and consolidate our savings and other assets to get the best returns available at the time, combined with the level of risk that we are comfortable with. Now he is helping us to liquidate some of these investments to pay for care costs in the most tax efficient way. We are extremely grateful for his care and attention.

John & Anne DBramhall

I have had the pleasure of dealing with Mark for the last ten years. He is very knowledgeable and exudes a quiet confidence in his professional advice and manner. He has been excellent in advising me taking into account my changing circumstances, along with the changes in the economy. I have every confidence in him and his judgement. I have no hesitation in recommending Mark Anderson to any person wanting advice.

James SSale