Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds Broadway Financial Planning ~ Financial Planners, Broadway, Worcestershire, Cotswolds
Broadway Financial Planning

OUR CLIENTS


If you become a client of ours you’ll find that much of what we do is about lifestyle planning and not just money.

Our clients come from a variety of backgrounds; many are retired from successful businesses, whilst others are still building their careers. Some have inherited wealth which they wish to preserve for future generations; some are widowed and unsure of how to move forward with their financial matters. Others are of the opinion that they have given their offspring a good start in life and require help in planning how to spend what’s left!

Through the course of time, we have found that the clients who gain most value from our services are normally:-
  • Those who have acquired a reasonable level of wealth but require assistance in co-ordinating or consolidating the vast array of assets/policies in order to be assured this will provide them with the best future possible
  • Those who are getting divorced/are divorced and need to know how their future will look following their change in circumstances
  • Those who are recently widowed who wish to have a simplified approach to their finances in the future
  • Those who are approaching retirement and need help to identify the best route for their finances as they approach a new phase in their lives
All of our clients recognise that they need help in organising their finances and are willing to engage the services of a firm who have been doing this successfully for years.

OUR CLIENTS

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...
Planning for the Family Future

Retirement Decisions

How we helped Philip and Anna understand the options available to them as they considered retirement.
Read more...
Retirement Decisions

Working Professional

How we helped Nigel Edwards to change his lifestyle, reduce stress and improve his quality of life.
Read more...
Working Professional

Getting divorced

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...
Getting divorced



WHAT OUR CLIENTS SAY ABOUT US
  • 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

  • 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

  • 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 that my affairs are dealt with thoroughly
    MR, Cheshire

  • 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'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

  • 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

  • Very professional, efficient and friendly company to work with
    WH, Glos

  • 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

Broadway Financial Planning
9 Church Street
Broadway
Worcestershire
WR12 7AE

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