Personal Financial Planning

Providing advice that’s the right fit for you

No matter at what stage of their financial journey employees are on, trying to build security and stability, accumulate savings or optimise wealth is absolutely critical to your employees’ long-term wellbeing and happiness.

The financial landscape however can be a daunting one to navigate alone, especially in a constantly changing environment of rules, tax legislation and product options. There are various key events and stages throughout life when everyone would benefit from personal financial advice and support. Broadstone’s Personal Financial Planning can help.

Financial Planning
Happy mature women driving in convertible car

As employees get nearer to retirement, for example, there are a number of choices to be made. Retirement options are complex, and mistakes can be costly and affect people and families for the rest of their lives.

Making sure that employees have a clear plan in place is essential so that they can meet their short, medium and long-term financial goals and ambitions.

Other life changes can also have a huge impact on the state of someone’s financial wellbeing, such as starting a family, planning a wedding or buying a house. Broadstone’s professional advisers take the time to understand each individual’s circumstances and priorities to provide them with the right expert support – whether this is on a one-off or continuous basis.

To find out more about these services, get in touch with our experts today.

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