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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Property Tax Changes

Recently there have been a number of important changes to the way in which income from properties are taxed. Predominantly these changes affect owners of residential properties, however, changes to Stamp Duty Land Tax will impact commercial properties.

With respect to residential properties from 6 April 2016, the wear and tear allowance available to landlords of furnished residential lettings, has been abolished...

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Trainee focus for leading accountancy firm

Broomfield & Alexander, Wales’s leading independent accountancy firm, has seen an influx of new trainees as a direct result of the company’s growth over the past 12 months.

Seven new trainees have joined the firm and will be based at offices in Cardiff, Newport and Swansea, where they will undergo a three-year training programme to become qualified chartered accountants. Read more