Broadleaf Financial Services Ltd

Independent Financial Adviser  Exchange Flags, Liverpool, L2 3PF
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FCA authorised
Last authorised 19th October 2020
We offer quality, friendly, face to face Independent Financial advice. Retirement and Investment planning for both private and business clients.
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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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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Next home / Remortgaging
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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Income protection insurance
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Life 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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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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Long term care
Meet our advisers
Glen Morris
Michael Moore
Independent Financial Adviser
Sean McDermott
Independent Financial Adviser
John Shaw
Director
About us

With offices in Liverpool City Centre and Heswall, Wirral Broadleaf are Independent Financial Advisers dedicated to the provision of holistic, professional and straight-forward advice. At Broadleaf we employ a team of experienced, highly qualified advisers and support staff who work hard to deliver a service that extends 'beyond the call of duty' and is focused entirely on you.

With the introduction of the new Pension Freedoms in April 2015 we are ideally placed to help you make the right retirement decisions. We can fully review and inform you about all your options to ensure you are fully informed and that you make the right choices for yourself and your family to ensure you have a long and happy retirement.

We find many clients have several different pension plans and various investments and savings and welcome our no nonsense approach to providing the most suitable advice to help you plan for the future.

Our services

We provide high quality, impartial financial advice services to our clients. All of our solutions are tailored to your specific needs and we offer regular reviews to keep you up to date. We work in partnership with other professional advisers such as solicitors and accountants to offer you the best advice possible. Our objective is to build long-term, mutually beneficial relationships with our clients and we will act in your best interests at all times.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Exchange Flags, Horton House, Liverpool, L2 3PF

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