Broadgate Wealth Client Servicing LLP

Independent Financial Adviser  1st Floor, 23 The Green, Billingham, Cleveland, TS23 1ES
First meeting at adviser's own cost
We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.
We can advise you on
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Annuity purchase
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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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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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OEICs
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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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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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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 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
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Neil Sheekey
Partner
Alan Sheekey
Partner
Stephen Hogg
Independent Financial Adviser
David Hudson
Independent Financial Adviser
James Downing
Independent Financial Adviser
Philip Salmon
Independent Financial Adviser
About us

Broadgate Wealth Client Servicing LLP is a family run firm of Independent Financial Advisers based in Billingham in the North East of England. Father and son Alan and Neil Sheekey have worked together in the financial services sector for over 20 years and have now been joined by Neil’s son Joe who has decided to join the family business.

We maintain traditional values, whilst also having a forward looking approach to the way that we deliver financial advice to our clients, using the latest software and techniques to work to the highest professional standards.

We are supported by an experienced administration team who manage the processing of cases from the initial enquiry through to completion.

Our services

As a family owned and run firm of Independent Financial Advisers we specialise in giving impartial advice to families and individuals in all aspects of their financial journey. We have a wealth of knowledge in all aspects of financial planning and have in house experts who deal exclusively within the Pension, Investments and Mortgage sectors along with any associated insurance contracts.

Where to find us
Head office address: 1st Floor, 23 The Green, Billingham, Cleveland, TS23 1ES
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Broadgate Wealth Client Servicing LLP is registered in England and Wales no. OC421982. Registered office, 1st Floor Broadgate House, 23 The Green, Billingham, TS23 1ES.

Authorised and regulated by the Financial Conduct Authority. Broadgate Wealth Client Servicing LLP is entered on the Financial Services Register <url hidden> under reference 815602.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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