Wealth Management

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. www.fca.org.uk/register. 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).

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