broughtons financial planning ltd    Broughtons Financial Planning Ltd

Independent Financial Advisers & Wealth Managers

Client Profile

You may be at the beginning of your career or nearing the end - either way, you will be faced with many choices about how to manage your wealth. We can help you to make wise and informed choices with your money.

We believe that integrity cannot be bought and trust must be earned, every single day.

We only work with clients for whom we believe we can add significant value in realising their financial goals.

In order to provide this high level of service, we intentionally work with a limited number of clients. Typically, our clients will have liquid assets (including pension funds) in excess of £250,000.

These clients may be:

  • Individual investors

  • Business owners

  • Inheritors

  • Widows/ers

  • Divorce/ees

  • About to Retire

  • Trustees

All of them will be committed to growing and preserving their wealth!

"if only god would give me some clear sign! like making a large deposit in my name at a swiss bank." - woody allen

"if only god would give me some clear sign! like making a large deposit in my name at a swiss bank." - woody allen

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