PERSONAL FINANCIAL PLANNING

How We Work


The aim of Broadoak Group Limited is to analyse your situation,
understand your objectives and provide specific recommendations to
enable you to make informed decisions.

We will:


  Provide initial advice which can be fine tuned until you feel
  your objectives are exactly met.
  Effect the arrangements on your behalf with minimum 
  complication.
  Ensure you have an individual consultant (normally the person
  you first meet) to remain as your point of contact.
  Develop a trusting client/adviser relationship.
  Provide annual reviews or valuations when required.
  Keep you informed of current developments with regular
  newsletters and information.
  

       

  



Personal Financial Services



  Full Financial Reviews


  Investment Planning


  Pension Planning and Pension Analysis

  Portfolio Management Services 
 Family Protection

  Life Assurance


  Personal Tax Shelters

  Inheritance Tax Mitigation
  Pre-retirement Consultancy including Pension Analysis
 Post-retirement Income Provision

  School Fees and University Provision

  Long Term Care Provision
  Private Medical Insurance
  Permanent Disability Income
  Critical Illness Protection
  Advice on the Individual Savings Accounts (ISA's)
         


We will achieve this from detailed discussions at every stage. We
want you to place your business with Broadoak Group Limited
and we will strive to meet your exact needs.

Authorised and Regulated by the Financial Services Authority (FSA).
The FSA may not regulate all products and services mentioned on this
website. Use of this site is governed by our Terms and Conditions. The information
on this website is intended for UK residents only.