Broad Wealth Management Ltd

Independent Financial Adviser 17 High Street, Laurencekirk, Kincardineshire, AB30 1AA
FCA verified
13th August 2018
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
adviser-person
Robert Broad BSC FPFS
Director
Where to find us
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

Similar advisers near you

Independent Financial Adviser 22.65 mi
We provide clients with a clear vision of their financial future.
 
Independent Financial Adviser 23.35 mi
A2+B Wealth provide our clients with a world-class, consultative and relationship-driven Wealth Management service.
 
Independent Financial Adviser 24.46 mi
 
 
Independent Financial Adviser 24.66 mi
Local company offering face to face contact, without any sales jargon.