We are independent Financial Planners, working for people who need genuine, comprehensive and unbiased Financial Planning advice in order to enable them to achieve their goals in life.
Based in the charming village of Broadway in the Cotswolds, beneath the iconic landmark of Broadway Tower, we offer a combination of professional expertise, excellent service and modern technology in a relaxed rural environment. Our clients tell us that it is this balance of a professional yet personal approach that gives them the peace of mind that their financial affairs are in good hands.
In our view, this is the fundamental part of any financial advisory service. Read more...
For most clients, the placing and management of a suitable investment strategy is an integral part of a successful Financial Plan. Read more...
Tax and Estate Planning
Our aim is to minimise tax for clients, wherever possible. Read more...
Many of our clients come to us at a time when they are having to make important decisions about how best to fund their retirement. Read more...
Planning for the Family Future
How we helped Martin and Jenny White to implement a long-term investment strategy and assist in reducing inheritance tax. Read more...
How we helped Philip and Anna understand the options available to them as they considered retirement. Read more...
How we helped Nigel Edwards to change his lifestyle, reduce stress and improve his quality of life. Read more...
How we helped Mary Knight to assess her financial needs when divorcing and provide a long-term income strategy and peace of mind. Read more...
Since our last meeting, we have covered the majority of your recommendations, and without doubt we both feel that we know more about our situation & are more relaxed with our arrangements than ever before PM, Glos
We have found the whole exercise very illuminating and feel comfortable with the results based on the information which you have collated. CP, Worcs
BFP produce a very professional service with a genuine sense of personal involvement and commitment. Reliable in their endeavours they provide the security that one's financial affairs are in good hands RH, Oxon
I am very grateful to you all for pursuing my affairs over the last couple of years. I feel you have been efficient and tireless in ensuring my affairs are dealt with thoroughly JB, Oxford
I'm delighted I recommended my friends to you. I think you will be really good for them and remove a lot of anxiety from their lives as you have done with me. They are fortunate to have you - I really must recommend more people to you RA, London
Many thanks for the help that you and your members of staff have given us with this matter. HS, London
BFP are encyclopaedic in their knowledge of finance LO, Shrops
During the recent financial crisis, I felt that BFP had provided a real service and left me feeling they had things under control LN, Glos
It's very difficult to know how much risk you are prepared to take. In answering some of BFP's questions, I learned things about myself that I hadn't known before LO, Shrops
Very professional, efficient and friendly company to work with WH, Glos
Broadway Financial Planning
9 Church Street