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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Top 10 tax enquiry tips

Sometimes hard work and diligence is not enough to avoid a tax enquiry. In the event of an investigation, certain key principles can ensure a swift and beneficial result – here Kevin Igoe, Claims Director at PFP Tax Investigations analyses the top ten ways to ensure a smooth process.

1. Establish Enquiry Type

It is important that the type of enquiry is...

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Tax planning all year round

Sarah Curzon, Tax Director, Broomfield & Alexander

Sarah Curzon, Tax Director, Broomfield & Alexander

Tax planning for most tends to happen just before 5 April each year, if at all. Here at Broomfield & Alexander we are encouraging everyone to get ahead of the game and start thinking about it now. After all, nobody wants to pay more tax than necessary, so why not kick off 2014 by getting...

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