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Broadway Financial Planning

BEING A CERTIFIED FINANCIAL PLANNER (CFP)


In order to differentiate Financial Planners from other financial advisers, we believe that not only is it essential to be as highly qualified as possible, but that it is also necessary to be able to apply that knowledge in a practical way. We have achieved this through the CFP accreditation. This allows us to demonstrate our technical expertise and to show that we work in a way recognised and accepted on a world-wide basis with over 126,000 accredited individuals. This accreditation truly represents “global excellence in Financial Planning”.

Further information on the accreditation and the professional body responsible for granting and monitoring it can be found here: http://www.financialplanning.org.uk/consumers/the_ifp.cfm




THE TEAM
KERI CARTER, CFP
Certified Financial Planner/Director
s
SIMON PYM WILLIAMSON, CFP
Certified Financial Planner/Director
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JULIE WYCHERLEY
Paraplanner
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CLAIRE BUTLER
Administrator
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CAROLINE BISHOP
Book-keeper
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Broadway Financial Planning
9 Church Street
Broadway
Worcestershire
WR12 7AE

Tel. 01386 858121
email. enq@broadwayfp.co.uk