Managing Director and Adviser
Training and Competence Manager
Mortgage Adviser - Equity Release Qualified
Our financial advisers have worked for high street banks, been tied advisers with large companies (not whole of market) and have been independent advisers for many years. As a consequence, we have gained valuable knowledge and are fully aware of the pitfalls when advising clients on their needs and requirements.
Our qualified advisers and staff cover the whole financial services market, so whether you are seeking to build an investment portfolio, looking at mortgage requirements, protection, saving or creating a tax-efficient retirement strategy, we have the expertise to provide the answer.
Broadlands Partnership are a team of Independent Financial Advisers and Mortgage Brokers specialising in both the Personal and Corporate sectors. We are directly authorised and regulated by the Financial Conduct Authority (FCA) and are able to offer advice on all aspects of Financial Planning.
Our philosophy is to build long-term relationships based on trust, service and integrity.
We believe in giving personal advice, making time to understand your needs and wants, and helping you to meet and achieve your financial objectives and goals.
We are committed to providing ongoing financial advice to you by way of regular reviews. This provides us with the opportunity to keep you informed of any changes in the financial services legislation that may affect you, while advising you on any changes required to your financial planning due to changes in your circumstances.
We not only have Financial Advisers with the necessary experience and expertise, but we also have a highly qualified and efficient administration and support team, which enables us to offer you an all-encompassing professional service.
Broadlands Partnership is independent and impartial in its financial planning for business owners and all individual clients.
By "independent", we mean that:
By "impartial," we mean that:
Our client relationships are all about trusted and valued advice, never about sales.
We offer you an initial discussion (at our cost) during which we will describe our services more fully and explain the fee payment options. If you decide to go ahead, we will:
We value the important contribution our staff and Financial Advisers make to our business. We believe in employing and retaining those who share our standards and who are hardworking, committed and dedicated to their clients' needs, and who take ownership of self-development.
We are always interested in hearing from talented, ambitious, client focused IFAs and support staff. If you are interested in working with us then please e-mail your CV to – firstname.lastname@example.org