Broughtons Financial Planning Ltd - Independent Financial Advisers and Wealth Managers

Why Do Our Clients Value Our Service?

We take an holistic view of their financial affairs and provide guidance on any areas of weakness:-

We work closely with our clients and their other professional advisers (e.g. Accountants, Solicitors and Stockbrokers) as we are committed to a "team approach" in the quest to meet our clients' financial objectives
We are independent - which means that we have no bias towards a particular company or its products
Through negotiation, we have always established "buying power" with investment companies to ensure that our clients don't pay any more than necessary for their investments. Continuing with this strategy, the majority of our clients' investments are held on an electronic dealing platform where discounts are maximised, both on an initial and annual charge basis. This is known as Wealth Management
We have a proven track record and years of experience in portfolio construction utilising "state of the art" research systems to support our advice
We can "add value" to existing portfolios by providing an awareness of opportunities that may arise, through six-monthly reviews
We have a qualified, reliable administration team to deal with any queries in a confidential and efficient manner
We keep clients informed of the changes that may affect them in the ever-complex world of financial services
Our clients receive our economic overview together with a newsletter each Spring, Summer and Autumn

i want a man who's kind and understanding. is that too much to ask of a millionaire? - zsa zsa gabor