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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Is the tax return £100 penalty a thing of the past?

Sarah Curzon, Tax Director, Broomfield & Alexander

Sarah Curzon, Tax Director, Broomfield & Alexander

According to an HMRC press release issued on 2 February, around 4.3 million people filed their tax returns in January and approximately 2.5 million (seven percent of the total number of submissions) missed the deadline, resulting in (yet again) another large bonus to the Treasury.

However, the amount of the ‘penalty income stream’ has the potential...

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New guidance from the SRA

Seamus Gates, Director, Broomfield & Alexander

Seamus Gates, Director, Broomfield & Alexander

The Solicitors Regulation Authority (SRA) and The Law Society are continually providing guidance and comment in respect of frequently asked questions. Highlighted below are key points where guidance has recently been issued.

  • Keep your client account usage for clients

Rule 14.5 is in place to ensure that your client account is not used for criminal...

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