About Us
Broadway Financial Planning offers a genuinely impartial service to people whose aim is to become more organised financially. We help clients assess their current assets, consider the goals they have in life, and enable them to achieve these where possible... all the things they would do themselves - if they had the time!
Much of what we do is about lifestyle planning and not just money. It's about encouraging you to consider what's really important to you and your family now, in the future, and in the event of your death.
Your main professional relationship will be with an individual financial planner. You will also have the benefit of experienced administrative staff who work closely with your financial planner to ensure a thorough understanding of your requirements.
Financial Planning - Our Process
Our skills lie in helping you to coordinate and manage your financial affairs in a matter appropriate to your desired lifestyle, objectives and values. We will therefore take a comprehensive approach to all aspects of your personal finance and work closely with your other advisers, in particular your solicitor and accountant.
Through this established process, we will help you to:
- Discover the things that are most important to you, and what you would like to achieve with your money both now and in the future
- Understand your current financial position by collating all the relevant personal and financial data
- Develop a financial plan and strategy with you that will match your goals, timeframes and risk tolerance - and allow you to relax about the future comfortable in the knowledge that you are in control
- Implement the necessary steps to ensure your money is working as best as it can for you
- Review the plans with you on a regular basis and ensure that any necessary adjustments are made over time. This is essential to ensure your changing circumstances are catered for and objectives achieved