Personal Financial Planning

[vc_section css=”.vc_custom_1605715417996{background: #7f8c8d url(https://www.broadstone.co.uk/wp-content/uploads/2020/07/oli-dale-xjSkI_seiZY-unsplash-scaled.jpg?id=5504) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”mask”][vc_row css=”.vc_custom_1593703043976{padding-top: 100px !important;padding-bottom: 100px !important;}”][vc_column][vc_empty_space height=”50px”][vc_custom_heading text=”Personal Financial Planning” font_container=”tag:h1|font_size:40|text_align:center|color:%23ffffff|line_height:0.9″ use_theme_fonts=”yes” css_animation=”none” el_class=”custom-hd delay-2″][vc_empty_space height=”20px”][vc_separator color=”white” border_width=”5″ el_width=”10″][vc_empty_space height=”20px”][vc_column_text]

Providing advice that’s the right fit for you

[/vc_column_text][vc_empty_space height=”50px”][/vc_column][/vc_row][/vc_section][vc_section css_animation=”none” css=”.vc_custom_1587471733050{padding-top: 50px !important;padding-bottom: 60px !important;}” el_id=”overview”][vc_row gap=”35″ content_placement=”middle”][vc_column css_animation=”none” width=”1/2″ el_class=”delay-1″][vc_custom_heading text=”Building your financial plan” font_container=”tag:h2|font_size:30|text_align:left” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal”][vc_empty_space height=”20px”][vc_column_text css_animation=”none”]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.[/vc_column_text][vc_empty_space height=”30″][/vc_column][vc_column width=”1/2″][vc_single_image image=”7035″ img_size=”1170×700″ style=”vc_box_rounded” css_animation=”none”][vc_empty_space height=”20px”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”30px”][/vc_column][/vc_row][vc_row gap=”35″ content_placement=”middle” css=”.vc_custom_1594979912343{padding-top: 30px !important;}”][vc_column width=”1/2″][vc_single_image image=”6604″ img_size=”1170×700″ style=”vc_box_rounded” css_animation=”none”][vc_empty_space height=”20px”][/vc_column][vc_column css_animation=”none” width=”1/2″ el_class=”delay-1″][vc_custom_heading text=”Helping you plan for your retirement” font_container=”tag:h2|font_size:30|text_align:left” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal”][vc_empty_space height=”20px”][vc_column_text css_animation=”none”]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.[/vc_column_text][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”30px”][/vc_column][/vc_row][vc_row gap=”35″ content_placement=”middle” css=”.vc_custom_1594979912343{padding-top: 30px !important;}”][vc_column css_animation=”none” width=”1/2″][vc_custom_heading text=”How we can help you” font_container=”tag:h2|font_size:30|text_align:left” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal”][vc_empty_space height=”20px”][vc_column_text css_animation=”none”]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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Video produced by Cashcalc

[/vc_column_text][/vc_column][/vc_row][vc_row gap=”35″ content_placement=”middle” css=”.vc_custom_1594979912343{padding-top: 30px !important;}”][vc_column css_animation=”none”][vc_custom_heading text=”Meet our advisors” font_container=”tag:h2|font_size:30|text_align:left” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal”][vc_column_text css_animation=”none”]

Click each advisor to find out more about them.

[/vc_column_text][vc_row_inner][vc_column_inner][awsmteam id=”9036″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][/vc_section][vc_section css=”.vc_custom_1595435993254{padding-top: 50px !important;padding-bottom: 15px !important;background-color: #181223 !important;}”][vc_row gap=”35″ equal_height=”yes” css=”.vc_custom_1595435049489{margin-right: 0px !important;margin-left: 0px !important;}”][vc_column width=”1/2″][vc_empty_space height=”35px”][vc_custom_heading text=”Get in touch” font_container=”tag:h4|font_size:30|text_align:left|color:%23ffffff” use_theme_fonts=”yes”][vc_empty_space height=”15px”][vc_column_text]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.

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.

100 Wood Street, London, England, EC2V 7AN
P: 020 3869 6900  | Ecorporate@broadstone.co.uk[/vc_column_text][vc_empty_space height=”40px”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1595436093105{padding-top: 20px !important;padding-right: 60px !important;padding-bottom: 20px !important;padding-left: 60px !important;background-color: #eef1f4 !important;background-position: center !important;background-repeat: no-repeat !important;background-size: contain !important;border-radius: 3px !important;}” el_class=”bg-bottom”][vc_row_inner][vc_column_inner css=”.vc_custom_1595435394186{padding-right: 10px !important;padding-left: 10px !important;}”][vc_column_text][hubspot type=form portal=6562331 id=1d22f714-092a-4855-bb91-c56a61807d52][/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][/vc_section]