Broadlands Partnership

Meet The Team

Having worked within many different sectors of the financial service industry for many years, the Broadlands Partnership team is very well placed to advise clients.

Penarth Pier

Team Members

Marshall John

Marshall John

Managing Director and IFAread more

Bruce Spencer

Bruce Spencer

Directorread more

Carolyn Powell

Carolyn Powell

Directors' Assistant read more

David Harvey

David Harvey

IFAread more

Keith Hodgson

Keith Hodgson

IFAread more

Jason Macey

Jason Macey

IFAread more

Matthew Norman

Matthew Norman

IFAread more

Mark Williams

Mark Williams

IFAread more

Jane Williams

Jane Williams

IFAread more

Carole Barnes

Carole Barnes

Training and Competence Managerread more

Sam Gee

Sam Gee

IFAread more

Rebecca Delbridge

Rebecca Delbridge

Financial Director - Mortgage Adviserread more

Demi Grant

Demi Grant

Administratorread more

Mandy Turner

Mandy Turner

Business Support Managerread more

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Donna Smart

Mortgage Adviser - Equity Release Qualified read more

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Jennie Gibbon

Pension Transfer Specialistread more

Rachael Thomas

Rachael Thomas

Independent Mortgage Adviserread more

John Lloyd-Jones

John Lloyd-Jones

Independent Mortgage Adviserread more

Steffan James

Steffan James

Independent Mortgage Adviserread more

Mark Hatton-Smith

Mark Hatton-Smith

Protection Consultantread more

Eiman Mahdavi

Eiman Mahdavi

Office Supportread more

Victoria Sweetman

Victoria Sweetman

Apprentice Administratorread more

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.

Company Values

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.

Company Approach

Broadlands Partnership is independent and impartial in its financial planning for business owners and all individual clients.

By "independent", we mean that:

  • We offer whole of market advice on all products from all providers. We therefore give you the widest possible choice and can confidently say that you always receive the most suitable solution for your circumstances;
  • We are independently owned. We therefore do not serve any underlying agenda from any shareholder which could compromise our clients' best interests. The long-term success of our clients is our only aim, and our only source of remuneration is the fees that our clients pay.

By "impartial," we mean that:

  • Our client service proposition aims to eliminate any biases towards any given product or provider. We have only ever charged fees, agreed with the client in advance.

Our client relationships are all about trusted and valued advice, never about sales.

How We Are Paid

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:

  • Gather and analyse your financial information;
  • Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.

Recruitment

A Career with Broadlands Partnership

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 – c.barnes@broadlandspartnership.co.uk