Founded in 1994, Broadway Financial Planning was one of the first companies in Britain dedicated to genuine Financial Planning.
We are based in the beautiful Cotswold village of Broadway, where we welcome clients from all over the country and take pride in not only meeting clients’ expectations but exceeding them. We always meet with you at the outset, preferably at our offices in Broadway, to ensure we can create a trusted relationship that we hope will last many years.
We are independent Financial Planners, and our award-winning reputation has been built on us offering a respected, professional, impartial, Financial Planning advice service.
Our accolades to date include:
Winner: Institute of Financial Planning, Inaugural CFP Professional of the Year, 2014
Winner: Tony Sellon "Good Egg" Award 2017
Highly Commended: Accredited Firm of the Year 2017
Commended: Moneyfacts Tax and Estate Planner of the Year 2015
Selected: New Model Adviser Top 100 2016
Finalist: Money Management IHT Planner of the Year 2017
Finalist: Moneyfacts Tax and Estate Planner of the Year 2016
Finalist: Moneyfacts Tax and Estate Planner of the Year 2015
Finalist: Institute of Financial Planning David Norton Building Excellence Award
Finalist: UK’s Best Office Award
Finalist: Financial Planner of the Year – selected categories
Winner: Institute of Financial Planning Branch Chairman of the Year
Winner: Tony Sellon Award for outstanding contribution to Financial Planning
Judge: Financial Planner of the Year Awards
Panel Expert: Financial Times’ Money Makeover
Past President: Institute of Financial Planning
CFP Assessor: Institute of Financial Planning