NEWS...
WARNING!
It has been brought to our attention that some of our clients have been contacted by a firm called Hamilton and Pricehouse offering to buy shares in Skye Pharma PLC at a highly inflated price in return for a deposit "bond" payment.
This is a "boiler room" scam and should not be considered as a suitable proposal.
If you have been contacted by Hamilton and Pricehouse, or indeed, by any other firm making an offer that seems particularly attractive, please let us know.
As the old adage goes....if it looks too good to be true, it usually is!!
Cash recommendations report
February 2011In this report, we have set out a description of the various types of personal deposit accounts available and the most up to date rates offered by banks and building societies. These are the rates that we recommend but there may be better rates available with lesser known providers. BFP has not conducted an in-depth review of the financial stability of each of these institutions but can confirm that they are all covered by the FSCS, as above. Whilst there may be other financial institutions offering higher rates of interest, their exclusion from the UK Financial Services Compensation Scheme means we choose not to recommend them at this point in time...
Download the report here (PDF)
Broadway Bulletin - Winter 2011
December 2011Welcome to our Winter newsletter. 2011 seems to have passed us by at a rate of knots. Whilst the investment markets remain unsettled and at the forefront of our minds, it's difficult to remember all of the events that have occurred in the last 12 months and how those may (or may not) have affected the long-term investment outlook.
Click here to view the full newsletter
Local Financial Planning Firm Supports Financial Planning Week
November 2011Broadway Financial Planning Ltd (BFP) is delighted to announce that it’s supporting “Financial Planning Week” from 21st to 27th November 2011. Organised by the Institute of Financial Planning, this is a national awareness campaign aimed at encouraging consumers to take some simple steps to improve their financial “fitness”.
Keri Carter, Director and Certified Financial PlannerCM commented “We are passionate about Financial Planning and want to encourage consumers to take small steps to improve their financial situation wherever possible. This could be as simple as creating a monthly budget and therefore doesn’t necessarily need to be complex.
We wanted to find ways in which we could help promote this message during the national campaign. We decided to offer a free 60-minute consultation to the first six responses received during the week in return for a suggested minimum donation of £20 to our chosen charity, St Richard’s Hospice.
We hope that this will encourage consumers to seek some useful advice during this period of financial uncertainty but also support a worthy and local charity. Those that are interested in taking advantage of this opportunity should contact the office on 01386 858121”
Keri Carter, Director and Certified Financial PlannerCM commented “We are passionate about Financial Planning and want to encourage consumers to take small steps to improve their financial situation wherever possible. This could be as simple as creating a monthly budget and therefore doesn’t necessarily need to be complex.
We wanted to find ways in which we could help promote this message during the national campaign. We decided to offer a free 60-minute consultation to the first six responses received during the week in return for a suggested minimum donation of £20 to our chosen charity, St Richard’s Hospice.
We hope that this will encourage consumers to seek some useful advice during this period of financial uncertainty but also support a worthy and local charity. Those that are interested in taking advantage of this opportunity should contact the office on 01386 858121”
Keri is runner up in the Financial Planner of the Year awards!
October 2011We are delighted to announce that Keri Carter, has received the “runner up” accolade in two categories of the prestigious “Financial Planner of the Year” awards held at The Dorchester on 6th October 2011.
Hosted by the multi award winning monthly personal finance magazine, Money Management, part of the Financial Times Group, these awards are designed to uncover the finest Financial Planners in the UK across a range of categories.
Keri was delighted to be “runner up” in two of the categories of this highly acclaimed award. It was necessary to demonstrate the breadth and variety of her expertise via case studies with a limited amount of words.
However, she is without doubt that this will help to highlight BFP as a leading firm in the Financial Planning profession.
Hosted by the multi award winning monthly personal finance magazine, Money Management, part of the Financial Times Group, these awards are designed to uncover the finest Financial Planners in the UK across a range of categories.
Keri was delighted to be “runner up” in two of the categories of this highly acclaimed award. It was necessary to demonstrate the breadth and variety of her expertise via case studies with a limited amount of words.
However, she is without doubt that this will help to highlight BFP as a leading firm in the Financial Planning profession.
Long term care funding
1st September 2011ASSET PROTECTION AND LONG TERM CARE
For most people the risk of losing the family home and other assets to fund care at any age is far greater risk than the threat of Inheritance Tax. In general terms, Inheritance Tax will be imposed at the rate of 40% on assets over £325,000 on death – Social Services can take into account 100% of assets over £23,250 (England) during your lifetime to fund residential care.
Find out more here
KERI CARTER FEATURES AS THE LATEST NS&I “EXPERT”
1st September 2011We accept that we are not always very good at blowing our own trumpet! We are trying to change this approach by updating our clients on what activities we are getting involved in.
We‟re delighted to report that Keri has featured in the latest version of NS&I‟s online magazine “Perspectives” providing an overview on chosen subjects and answering readers‟ questions.
Details are included on the NS&I website -
http://www.nsandi-perspectives.com
10 Questions to ask when choosing a Financial Planner
23rd June 2011You may be considering help from a financial planner for a number of reasons, whether it’s deciding to buy a new home, planning for retirement or your children’s education, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.
Read more here (PDF)
- 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
- We have found the whole exercise very illuminating and feel comfortable with the results based on the information which you have collated.
CP, Worcs
- Many thanks for the help that you and your members of staff have given us with this matter.
HS, 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
- 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
- Very professional, efficient and friendly company to work with
WH, 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
- 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
- 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
- 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
Broadway Financial Planning
9 Church Street
Broadway
Worcestershire
WR12 7AE
Tel. 01386 858121
email. enq@broadwayfp.co.uk
9 Church Street
Broadway
Worcestershire
WR12 7AE
Tel. 01386 858121
email. enq@broadwayfp.co.uk