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:


Related Blog Posts

Latest From The Blog


Scavenger Hunt, 2nd September

Join the Broomfield Million Makers team as we raise money for Prince’s Trust Wales, at our charity Scavenger Hunt—full of fun, photos, frolics and challenges that will pit you against other businesses around Cardiff City Centre.

Perfect as a team building or networking opportunity, sign up now to take part and support a great local cause.

Date: Wednesday...

Read more

Changes in UK accounting prompt consultation on Charities SORP

Sarah Case, Director, Broomfield & Alexander

Sarah Case, Director, Broomfield & Alexander

Changes to UK-Irish accounting practice due to take effect from 2016 mean that the Charities SORPs (Statements of Recommended Practice) will need to be updated. The Charity Commission for England and Wales and Office of the Scottish charity Regulator, who together are the SORP-making body, have recently launched a consultation to hear charities’ views on...

Read more