Pensions, investments and savings are the three key elements that make up a secure financial future. With the right combination and expert planning you’ll be best positioned to deal with whatever the future may hold.

Our independent consultants offer much more than investment advice. They consider your whole financial situation in order to develop a comprehensive approach to the management and growth of your wealth – for you, your family, future generations, as well as your business.

Our wealth management service includes advice on:


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Retirement options a year on

Austin Broad, Technical Director, Broomfield & Alexander Wealth Management

Austin Broad, Technical Director, Broomfield & Alexander Wealth Management

It is now just over 12-months since pensions rules changed radically and allowed much greater freedom to those aged 55 and over, in how they can access and spend their savings from pensions in retirement.

The changes and the publicity that was spawned generally made those affected think very differently about the...

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Protecting the money printer

Austin Broad, Technical Director, Broomfield & Alexander Wealth Management

Austin Broad, Technical Director, Broomfield & Alexander Wealth Management

I was reminded in a recent publication, issued by the Federation of Small Businesses that the proportion of our working population who are self-employed has never been higher, accounting for over 15% of workers.

Many of the reasons cited for selecting self-employment were focused on the value of their independence, the realising...

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