Providing advice that’s the right fit for you
Personal Financial Planning
Building your financial plan
Our Personal Financial Planning Team is made up of experienced consultants and support staff who will work closely with you to ensure that the advice we provide is the right fit for you.
We will work with you to build your own personal financial plan which will help you achieve your financial goals. Whether you are saving for your retirement, your children’s future, or looking to build up a rainy day fund, Broadstone are here to help you.
Whilst your focus is likely to be on planning for a positive and healthy future, protecting yourself and your family against life’s obstacles is vital and we will ensure that this forms part of your personal financial plan.
We know that one size does not fit all, we will take the time to get to know you so we can make sure your financial plan is the right fit for you.
Helping you plan for your retirement
Financial Advice is not about buying products – it’s about helping you achieve your goals and ambitions through creating a financial plan that is right for you and ensuring it can evolve as aspects of your life change over time.
Whilst you are working and feel that retirement is some way off we will work with you to see if you are saving enough for retirement, and if the savings for your retirement are being made in a way which is right for you.
When you are faced with dealing with the complexities that retirement brings, we can help you. We will cut through the ‘noise’ and focus on exactly what you are looking to achieve as you stop working.
We know that when you are faced with the decision to access your pension this can be daunting. We want to help you avoid making costly mistakes, and ensure that you can look forward to a long and prosperous retirement.
Through our in-depth cashflow modelling work, we will show you how your retirement plans can be realised and how you can maintain sufficient income to cover your retirement expenses and any potential long term care.
How we can help you
We understand that financial planning is more than helping you with your retirement plans. We are on hand to help you navigate through many of the changes you may face at different stages of your life;
- Starting a family – What can you do to make sure your growing family is financially secure
- Getting a promotion – Can you afford to save more money for your future
- Receiving a windfall – How can you make the most of the windfall you receive
We know that you may face obstacles in life that can cause you financial distress, being faced with redundancy, getting divorced, or coping with the death of a loved one, are all extremely difficult events. We can work with you through these difficult times to set a financial plan which is right for you.
We understand that your financial plan should help you meet your real life goals and objectives – from ‘High Net Worth’ to ‘Just Starting Out’, we are all more than just numbers.
If you think we can help you, please use the contact form and details below.
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Meet our advisors
Click each advisor to find out more about them.
Bronia is a Senior Financial Planning Consultant at Broadstone. Her role is to provide bespoke financial planning advice to individuals, helping clients make the right choices regarding their pensions, investments, protection needs, Inheritance tax, and their retirement options.
With over 30 years’ experience in the industry, Bronia is qualified to highest level and is a Chartered Wealth Manager. She is also a Fellow of the Chartered Institute of Securities and Investments (CISI). Prior to joining Broadstone, she began her career with NatWest working mainly in regulated advice roles & investment management, before moving to Coutts and Co as an Associate Director and then to one of the UK’s largest discretionary management firms as an Investment Manager.
Number:+44 (0)151 255 2637
Rob has over 14 years’ experience working within the financial services industry as a trusted adviser. His career has seen him work at both HSBC and Natwest, and was previously at CS Financial Solutions for over four years before they were acquired by Broadstone.
At Broadstone, he is part of an expert team of individual advisers who specialise in providing professional financial advice to individual clients, frequently to the Directors and executive staff from Broadstone’s corporate clients. Rob is fully Diploma in Financial Planning qualified and is working towards his Chartered status.
Rob specialises in providing advice on retirement planning, in particularly cash flow modelling and investment strategies, whilst bringing in other areas of the business to provide a truly holistic financial planning service.
Number:+44 (0)151 255 2682
Winston is a Senior Financial Planning Consultant, providing financial planning advice to individual clients. Winston joined the firm in 2017. Prior to joining, Winston has spent the last 13 years working in accountancy based IFA practices.
Winston works with individual clients at different life stages, and is well experienced advising clients upon their savings, investments, pensions and protection requirements.
He has spent a lot of time working closely with individuals approaching retirement to help them plan for a secure financial retirement and avoid making any costly mistakes.
Number:+44 (0)151 255 2687