Broadlands Partnership Ltd

Independent Financial Adviser  41 Ludlow Street,, Penarth, CF64 1EX
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FCA authorised
Last authorised 16th November 2020
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
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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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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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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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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 income protection
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Group life insurance
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Long term care
Meet our advisers
Bruce Spencer DipFA
Independent Financial Adviser
Jennifer Gibbon DipFA
Independent Financial Adviser
Matthew Norman DipPFS
Independent Financial Adviser
Sam Gee DipFa
Independent Financial Adviser
Keith Hodgson DipFa
Independent Financial Adviser
Jason Macey DipFa
Independent Financial Adviser
Chris Richardson DipFa
Independent Financial Adviser
Marshall John DipFa
Director
Mark Williams
Mortgage Adviser
Martin Holcroft DipFa
Independent Financial Adviser
Carole Barnes
Compliance Director
David Harvey DipFa
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

41 Ludlow Street,, Penarth, CF64 1EX

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