As a Broomfield & Alexander client, your hand-picked Broomfield & Alexander Wealth Management adviser* is your gateway to an elite, in-house team of UK-leading financial analysts, traders and portfolio managers that they coordinate. Our optimiser programme provides the framework for the development of your personal wealth management strategy and ensures on-going continual monitoring and adjustment.

Services available to you:

Holistic, bespoke financial planning

  • Tailored solutions to meet your financial needs and objectives

 Investment solutions

  • Discretionary and advisory portfolio management

Planning for retirement

  • Analysis of what your retirement needs will be and how to invest to meet these

Planning in retirement

  • Development of a sustainable investment plan to provide income and capital

Protecting you and your loved ones

  • Critical illness, income protection, life assurance

Post-life planning*

  • Mitigation of Inheritance tax, wills, trust and probate

Corporate solutions*

  • Auto-enrolment and pension planning, business protection


If you would like to discuss any of the areas above, or would like to have a more general conversation about your financial goals and or objectives, please do not hesitate to contact us:
Tel: 0800 156 0769     Email: [email protected]

*Please note that some of the areas of advice above may not be regulated by the FCA. Please contact us for further information.
Broomfield & Alexander Wealth Management Limited is an appointed representative of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register no. 216704. Broomfield & Alexander Wealth Management Limited is registered in England and Wales. Company No: 7888564.Registered Office: Ty Derw, Lime Tree Court, Cardiff Gate Business Park, Cardiff, CF23 8AB.

AFH Independent Financial Services Limited is a wholly-owned subsidiary of AFH Financial Group Plc (company no: 07638831).

Related Blog Posts

Latest From The Blog

NHS Pension Members – Annual Pension Benefit Statements

The NHS Pensions Agency previously provided its members with an annual pension benefits statement upon request. Total Reward Statements (TRS) have been introduced to provide NHS members with a better understanding of the benefits which they have or may have access to.  In order to obtain an annual pension benefit statement, members will now need to access their NHS Pension...

Read more

Have you made the most of your ISA allowance?

Although the new tax year began back in April, it’s not too late to make the most of your annual ISA allowance. Investing in an ISA could be the ideal way to boost your savings, but the rules surrounding them may appear far more complex than they are. Here are four simple reasons to take advantage of this tax-free...

Read more