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
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.
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.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.