Broadleaf Financial Services Ltd

Independent Financial Adviser Exchange Flags, Horton House, Liverpool, L2 3PF
FCA verified
15th October 2018
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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
John Shaw
Director
adviser-person
Sean McDermott
Independent Financial Adviser
adviser-person
Michael Moore
Independent Financial Adviser
adviser-person
Glen Morris
Where to find us

Exchange Flags, Horton House, Liverpool, L2 3PF

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.

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

Broadleaf Financial Services Ltd., is regulated and authorised by the Financial Conduct Authority. FCA 231 686

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