Our approach. Our purpose. Our values.
Improving our clients’ financial wellbeing and using our expertise to enhance outcomes for our clients – employers and their employees, trustees and their beneficiaries.
The Broadstone Group is a leading, independent provider of specialist pensions, trustee and employee benefits solutions to small to medium enterprises and large corporates.
It may be reasonable to presume that all Pension and Investment organisations are the same. Same service. Same benefits. Same promises.
At Broadstone, we would like to change that impression.
At the heart of our business is a diverse team of specialist advisers, each with a unique knowledge base within their specific area. Our company structure and systems, finely-tuned over the years, enables our advisers to remain intricately linked to provide clients with coordinated, end-to-end solutions whenever required. This ethos is one that continually upholds good-practice, encourages proactivity and ultimately benefits our client’s bottom line.
Throughout every project we put the interests and needs of our clients, first. Regardless of whether you are an international concern or a small business, we respect your position and tailor cost-effective, sustainable solutions applicable to you.
With an increasing number of awards under our belt and an energetic attitude towards our work, we really are passionate about our industry and for delivering quality over quantity.
The best bit? Well, we’ll leave that for you to decide. But one thing is for sure. Our portfolio represents a diverse, long-standing client base of companies like yourself, who really appreciate down-to-earth, proactive and honest advice. We hope to meet you soon.
Broadstone is a living wage employer
We have been accredited as a living wage employer. This means that we have made a living wage commitment to ensure that everyone working at Broadstone will receive at least a minimum hourly wage of £9.90 in the UK or £11.05 in London. Both rates are significantly higher than the government minimum for over 23s, which currently stands at £9.50 per hour.
Values and Purpose
Who are we?
Broadstone is a team of experts who are passionate about the ever-changing world of pensions and benefits. As such, they have hundreds and thousands of ideas, views and events to share with you to meet your business needs. Our business believes and promotes a people first culture, both internally and to you, our clients.
What we believe in
We believe in our core values and the culture they deliver. We know that when we all work as a team and combine our vast reservoir of expertise and knowledge, we will deliver results to our clients, maintaining the personal touch that can be so often missing in today’s business world.
Grant Stobart stands down due to personal health reasons. Broadstone appoints Tony Gusmao as interim CEO.
April, Broadstone secures new financial backing and forges a partnership with Intermediate Capital Group (ICG). Broadstone then went on to acquire Quattro Pensions, a consulting and actuarial firm based in the Midlands. July, Broadstone acquires PwC’s Private Client and Treasury Investment team.
Broadstone acquires CS Financial Solutions. Broadstone acquires Thomson Dickson Consulting. Broadstone acquires 3HR Benefits Consultancy. Broadstone acquires BBS Consultants & Actuaries.
Oakley Capital and BDO LLP sell Broadstone to Livingbridge EP LLP.
Broadstone acquires Blythwood Group Limited, an employee benefits consultancy in the field of healthcare and group risk. Broadstone Group sells its wealth management business, Broadstone Wealth Management Limited, to Thomas Miller Investments Limited
Launch of Broadstone Wealth Management.
Launch of Broadstone Corporate Benefits Limited. Broadstone acquires Pope Anderson LLP, an independent actuarial and pensions consultancy. Broadstone acquires the Corporate Pensions business of UBS Wealth Management UK.
BDO Investment Management Limited rebrands as Broadstone Pensions & Investments Ltd.
Oakley Capital acquires 84.6% of BDO Investment Management Limited and BDO LLP retains 15.4%.
The fund management business is rebranded as Fitzwilliam Asset Management. BDO drops the Stoy Hayward and we become BDO Investment Management Limited.
BDO Stoy Hayward Investment Management Limited acquired actuarial business, Wolanski Checkly Fisher.
BDO Stoy Hayward Investment Management went through an internal restructuring in which three divisions were created:
- Private Client services,
- Corporate Pension and benefit Services,
- Asset Management.
A strategic property fund created to offer bespoke access to the German commercial property market.
Two multi-manager hedge funds launched. Strategic property partnership created.
Duncan Clark, a Hertfordshire investment advisory business is acquired. Specialist London property fund launched
BDO Stoy Hayward Investment Management Limited acquires Kearley Investment Services Limited.
The Fitzwilliam International Equity Trust is created. A multi-manager international equity fund. Commercial joint venture property company launched.
Strategic review of the business confirms the need to offer clients a true investment management business. A limited company is created.
The Fitzwilliam Multi-Manager Trust was launched.
The business was originally created by a Tax Partner within BDO Stoy Hayward. In its formative years the business operated under the BDO Stoy Hayward banner, providing financial planning advice to existing clients.