A small but perfectly formed team.

Come to Broadway Financial Planning and you'll get to know each and every one of our dedicated and professional team. We all work closely together to provide an exemplary and caring service – one that you'll come to trust and respect.

 
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Keri Carter, CFP, MD

Managing Director

Claire Butler

Operations Manager

 
 
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Julie Wycherley

Paraplanner

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Gill Clark

Administrator

 
 
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Rebecca Ryan

Trainee Financial Planner

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Caroline Bishop

Book Keeper