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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Subsistence Payments: an update

Sarah Curzon, Tax Director, Broomfield & Alexander

Sarah Curzon, Tax Director, Broomfield & Alexander

Employers often ask how much they can pay employees for subsistence while working away from the business premises. Where an employer pays for or reimburses the employee the full costs of travelling on business, including meals, there are usually no tax consequences for the company or the employee as long as the costs...

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Budget 2014: Pensions

Austin Broad, Technical Director, Broomfield & Alexander Wealth Management

Austin Broad, Technical Director, Broomfield & Alexander Wealth Management

Budget speeches tend to be bland and lacking inspiration; but the one delivered in March 2014 will stand as one of the biggest budget events of the recent era.

The main reason for the impact was the Chancellor’s head-on assault on the lack of fairness of the pension annuity market.  However,...

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