Broad Wealth Management Ltd

Independent Financial Adviser 17 High Street, Laurencekirk, Kincardineshire, AB30 1AA
FCA verified
24th June 2019
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Corporate pension
    • Group pensions
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Taxation planning
Meet our advisers
Robert Broad BSC FPFS
Where to find us

17 High Street, Laurencekirk, Kincardineshire, AB30 1AA

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.

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

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