After 3 years with Broadway Financial Planning, we are happy with the progress of our investments and high standard of service given. It’s reassuring to have the annual, comprehensive review with Keri, thank you.
As part of our Financial Planning framework of services we include Investment Advice. We are not fund pickers but we aim to offer the most appropriate investment strategy for you which correlates neatly with your Lifetime Cashflow and any long-term planning objectives.
Here’s how it works ...
Initially provide you with our Lifetime Cashflow service.
Portfolio Construction Service
Investment Manager Liaison Service
We meet with you, at an Annual Planning Meeting, to reassess your position and goals, review and update the cashflow and our recommendations, and ensure the plan remains on track.