We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
Meet our advisers
Andrew Broadhurst Dip PFS
Independent Financial Adviser
Qualifications & Accreditations
Hide qualifications
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
What our clients say
We have always found Andy Broadhurst punctual, pleasant and polite. He takes time to explain things in detail and is always ready to answer our questions. Andy doesn't rush us into making decisions but gives us time to think and talk things through first. He is conscientious and keeps in touch to explain anything new. We are grateful for all his helpful and sound advice so far and hope it will continue for a long time to come.
David and Margaret, Mexborough
me and my wife would like to thank you for your professional and independent financial advise over the years and would recommend your services.
Peter & Stephanie, Rotherham
I have known Andy Broadhurst almost 6 years now, and would like to say that I am very satisfied with the advice and service he offers. My financial requirements are thoroughly understood and catered for. I can get in touch with him anytime and nothing is too much trouble. He provides a Professional, polite and understanding service. I'd be happy to reccomend Andy Broadhurst
Mark, Rotherham
Hi Andy Just want to thank you for coming again last week and answering my questions, sometimes it is easier to understand things face to face and not over the phone. What I like about you is you give me the facts but don't try to talk me into anything I'm not comfortable with. I wouldn't hesitate to pass your name on to anyone who needs financial advice.
Jennifer, Rotherham
Having known Andy from his days at CIS when I needed a financial adviser he was my natural choice and what a good choice he turned out to be. Over many years I have found him to be knowledgeable and during our conversations the advice he gave me I always felt was the best possible with me having the final decision.
Brian, Rotherham
We have known Andy as an advisor for a number of years now. In all that time he has always done his best for us and helped us in any way he could. Nothing is ever too much trouble, he is always at the other end of the phone whenever we need him. He has always been totally honest with us and explained everything to us in the simplest of terms, as it is all such a mine field to us!
Not only has he advised us on where to invest our money but has recently helped organise my husband’s pension for his retirement – which was not a simple job with all the complications there were. Andy has always gone the extra mile for us and we trust him completely.
June & Vic, Rotherham
I would like to recommend Andrew Broadhurst as an exceptional financial advisor for the following reasons:
- My partner, who himself was a financial advisor before retiring from the industry, worked with Andrew for many years.
- Of all the colleagues he had worked with, Andrew stood out as an advisor who always treated customers fairly, had a thorough knowledge of financial services and excellent communication skills ie he spoke plain English and did not use jargon.
- Therefore when he left the industry he had no hesitation in recommending Andrew to take over as my financial advisor.
- Andrew met all these expectations and I am delighted with the service he provided both during my initial consultation and ongoing reviews.
- I know I can call him any time with questions and he will help if he can.
- I am therefore happy to recommend Andrew as a financial advisor to family and friends.
Janice, Sheffield
We Have Known Mr A. Broadhurst for a number of years and found his advice beneficial. We find him very knowledgeable, explicit and diligent (careful and conscientious).
Mr & Mrs G.T. France, Rotherham
Over the past 4 years Andy Broadhurst has been my financial adviser, He is approachable and gains a full insight of what my individual needs are. All aspects that we discuss are thoroughly researched before any recommendation is made. Andy answered all my questions making sure I fully understood the recommendations, before I made a final decision
I would highly recommend Andy if you are looking for financial advice as you get 100% commitment, confidentiality and professionalism.
David, Sheffield
About us
As a large Chartered practice, we are considered to be amongst the top 10% of financial advisory firms in the country, but our commitment to excellence doesn’t stop there.
Put simply, our top priority is to ensure you receive the best financial advice possible. That’s why our advisers have a wide range of both generalised and specialist professional qualifications, with many having achieved (or on course to achieve) individual Chartered Status. Alongside the technical proficiency, we also require our advisers to have extensive real-world industry experience and an impeccable track record for upholding high standards of ethical behaviour.
Our services
Our local adviser based in Rotherham is Andrew Broadhurst, with 25 years experience in financial services he is fully qualified to give independent advice across all key areas of financial planning.
Whether it's pensions, income protection, life cover or investment advice you're looking for, Andrew will endeavour to find the best solution to fit your unique requirements and circumstances.
That's why he offers prospective clients a free initial consultation, so that he can fully understand your goals and objectives, and make sure you're completely happy with his recommendations.
Compliance
Thomas Heald Limited is authorised and regulated by the Financial Conduct Authority ( No. 492792)
Registered in England and Wales No. 06622318. Registered address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TG. Tel. . Email:
