Broadgate Financial Management LLP

Independent Financial Adviser  Broadgate Financial Management, Billingham, Durham, TS23 1ES
First meeting at adviser's own cost
We will help guide you on your journey to financial security.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Commercial mortgages
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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
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th May 2020
Meet our advisers
Steven Roberts
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

David Hudson
Independent Financial Adviser
Stephen Hogg
Alan Sheekey DipPFS
Designated Member
Neil Sheekey DipPFS
Designated Member
About us

Broadgate Financial Services are represented by 2 partners and 3 practice advisers. Between us we have over 75 years experience in financial services. Our advisers offer a comprehensive professional services offering advice on a variety of products including mortgages, pensions, protection, savings and investments. We work on a fee or commission basis. All costs will be discussed at the first meeting, which will be free of charge.

Our services

Specialists in pre and post retirement planning, investments, mortgages & protection. With over 75 years experience in face to face advice and a client bank of over 3500 clients you can be assured of the advice you will receive from our advisers.

Where to find us
Head office address: Broadgate Financial Management, 23 The Green, Durham, Billingham, TS23 1ES
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th May 2020

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