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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The top 10 issues facing charities and organisations

Sarah Case, Director, Broomfield & Alexander

Sarah Case, Director, Broomfield & Alexander

The Charity Team at MHA, the UK wide association of independent accountants and business advisers, has produced a report identifying the top ten issues currently facing charities and organisations in the Not-for-Profit (NfP) sector.

Sarah Case, head of NfP at MHA said: “The sector is dealing with many challenges and changing legislation is placing...

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SORP 2015 bite size guidance: The new lingo…

Claire Thompson, Charities and Not for Profit Assistant Manager, Broomfield & Alexander

Claire Thompson, Charities and Not for Profit Assistant Manager, Broomfield & Alexander

Welcome to our series on SORP 2015 where the specialist charities and not for profit team at Broomfield & Alexander will bring you bite size guidance on the changes that SORP 2015 will bring to your organisation.

There are many changes the new SORP brings, one of which is the...

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