Broadlands Partnership Ltd

Independent Financial Adviser 67 Nolton Street, Bridgend, Mid Glamorgan, CF31 3AE

First meeting at adviser's own cost

Response rating

7.0/10

15th July 2019

From April 2015 savers over 55 will have more freedom with their pension funds. Talk to us about your options.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back Show number Recommend to a friend

Meet our advisers

Marshall John DipFA

Director

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Keith Hodgson DipFA

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

Carole Barnes

Compliance Officer

Where to find us

67 Nolton Street, Bridgend, Mid Glamorgan, CF31 3AE

Make an enquiry

About us

Broadlands Partnership Limited was established in 2002. We have advisers that cover Wales, The Midlands West of England, and all along the M4 corridor to London. We offer a very personalised service for our private clients and small to medium sized businesses. Many of our new clients are introduced to us by personal recommendation.

Our services

We pride ourselves in working with our clients to build funds and preserve wealth; to protect their families and lifestyle; and to arrange mortgages for house purchase, buy to let and commercial property purchase. We offer a holistic approach to financial planning to ensure that our clients’ needs and objectives are identified and met. Our review service ensures that your financial situation is monitored to ensure that it continues to meet your aims and objectives, and changing circumstances throughout all life stages. Small/medium sized business should talk to us about protecting the business, Directors/ Key persons, and auto-enrolment pensions.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free financial healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

Similar advisers near you

Bright Financial Solutions Ltd

Independent Financial Adviser 0.1 mi

We work for our clients. We build a relationship with you to provide Independent, Unbiased and Objective financial advice.

See profile

The Private Office

Independent Financial Adviser 0.17 mi

Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

See profile

Penguin Wealth

Independent Financial Adviser 0.28 mi

The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.

See profile

Aevitas Wealth Ltd

Independent Financial Adviser 0.28 mi

Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.

See profile

Legal information

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.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.