Broad Wealth Management Ltd

Independent Financial Adviser  17 High Street, Laurencekirk, Kincardineshire, AB30 1AA
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FCA authorised
Last authorised 14th September 2020
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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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group risk
Meet our advisers
Robert Broad BSC FPFS
Director
About us

Broad Wealth Management Ltd offers a comprehensive professional service offering advice on a variety of products & services such as investment advice, retirement planning, inheritance tax planning & protection advice.
The company works on a fee basis, all costs will be discussed at the first meeting which will be free of charge.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

17 High Street, Laurencekirk, Kincardineshire, AB30 1AA

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