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Stockport
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.
Stockport
We are a team of business funding experts who secure SMEs the right facility, at the right price. Our years of experience means we secure exclusive deals and can quickly search the market on your behalf to find the best funding solution for your business. We take the hassle out of paperwork as we ensure you meet all eligibility criteria and help complete all the relevant paperwork.
Stockport
We are directly regulated by the Financial Conduct Authority and as Financial Advisers we act on behalf of our clients and are bound by our regulators to offer best advice, which complies with the concept of “suitability”. This helps to ensure that the right advice is given and the most suitable products and services that meet the client’s specific requirements are identified and recommended.
Stockport
A short introduction can’t do justice to what we’re about as a business. What do we stand for? How would it feel to place your trust in us? But here goes… We’re a team of 77 and as you’d expect, we know our stuff. We’re a healthy blend of years of experience and young talent too. We’re a group of individuals from different backgrounds, with different interests, different passions and different goals and ambitions.
I offer an initial free of charge 1hr discussion, this gives us both an opportunity, firstly for you to understand what areas of advice I can advise you on and secondly for me to understand what you are trying to achieve. At our first meeting, we conduct a fact find and a presentation of my services, by the end of the meeting you will understand how I can help you achieve your goals and how much it will cost you. If you then agree for me to proceed, I will then go away and conduct research on the areas of advice you need help on, this will include writing to you pension trustees or investment provider to get the necessary information I need to determine your most suitable course of action for you. You will find I am very passionate about my work and I care about my clients. I see my role as ensuring each of my clients are given the best advice to help them either grow their wealth/pension for when they retire or to help clients understand if a final salary pension transfer is right for them or not. I hold advanced Level 6 qualifications in all four areas of financial advice and have achieved Chartered status with the London Institute of Banking & Finance. I am happy to meet you at your home or office, or at our offices in Cheadle. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. The value of investments can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Limited 07/10/2024
Helping clients plan is something that excites me. It's great to see a clients face when you've just saved them a potential inheritance tax charge that is in the hundreds of thousands, or you have helped them grow their pension so they can then access the tax-free cash for something that's important to them.
I wanted to build something it's in my nature to do that, just like helping clients to build and protect their wealth. I also got tired of working for someone else and not getting any praise when you've done a good job.
I am as highly qualified as we can get in our industry, being a chartered adviser means I hold advanced qualifications in all areas of financial advice, this means my clients can rest assured that the advice they receive is of the highest standard.
I can provide my services remotely over the over the telephone, my preference is face to face appointments.
Like most of the UK we have been working from home and conducting online meetings. I have started to see clients face to face and we are observing social distancing measures whilst conducting these meetings.
