Broad Street Financial Planning

Independent Financial Adviser  Little Chalfont, Amersham, Bucks, W2 1HY
First meeting at adviser's own cost
Jargon-free talk. Clear advice. Transparent fees.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Cathrin Starkmann
Chartered Financial Planner

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
About us

Financial advice offering real value is less common than you would like to think. It requires independence combined with a creative approach and input from specialists where necessary

This is exactly what you can expect as a client when dealing with Broad Street Financial Planning.

A wide range of in-house expertise covering all areas of financial planning, available to our business and private clients alike.

Initial meetings with Broad Street are held at our expense and carry no obligations from you. We believe it is important for you to feel totally comfortable with us before embarking on a working relationship.

Once we understand exactly what your advice requirements are, we will communicate the cost of the work involved to you, ready for your approval.

Rest assured that our rates are competitive in the marketplace and that everything will be explained to you at the initial meeting.

Our services

Working out the complexities of financial products, their varying features and tax treatments and whether they are right for you in the first place can be a time consuming process. The result is often confusion and misinterpretation of key information.

We specialise in simplifying this process for our clients, helping them understand their financial planning needs and clearly setting out options available to them.

Our aim is to provide you with the right tools to enable you to meet your objectives and take control of your financial welfare - both now and in the future.

Where to find us
Head office address: Little Chalfont, Amersham, Bucks, W2 1HY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Broad Street Financial Planning is a trading style of Vintage Wealth Management Limited, authorised and regulated by the Financial Conduct Authority.

Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020

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