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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Broomfield & Alexander announces merger

Ian Thomas, Managing Director, Broomfield & Alexander

Ian Thomas, Managing Director, Broomfield & Alexander

Leading professional advisory firm Broomfield & Alexander has announced it’s merger with W R King & Co., the largest independent firm of accountants in Neath.

Three directors and seven members of staff from WR King & Co. will join the team at Broomfield & Alexander from 1 October. The turnover of the merged...

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Annual legal visits

Seamus Gates, Director, Broomfield & Alexander

Seamus Gates, Director, Broomfield & Alexander

The specialist legal team at Broomfield & Alexander are currently undertaking our annual visits to our legal clients, pulling together the accounts and monitoring compliance with the SRA Accounts Rules with a view to preparing our accountants report.

As a team we have identified a couple of points through the course of our work...

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