Financial Planning

We act as a trusted guide for our clients, providing a single point of contact through which they can plan and manage all their financial affairs.

Taking a holistic approach to your wealth is not only about convenience and customer service - it gives you the necessary assurance that the correct risk profile is applied across your various investments.



Alongside your Broad Street Wealth Manager, we also recommend – and can help with the appointment of – an independent financial advisor (IFA). Together with the professional expertise of solicitors and accountants, that means you will have the best platform to create a long-term financial plan for you and your family – one that’s designed to support you throughout your working life, your retirement and provide future support for any dependents.

Via our network of specialists, clients can access expert advice in areas such as inheritance tax planning, through Trust structures and Family Investment Companies, and also the provision of life insurance policies to provide instant liquidity to loved ones at the time they need.

The expertise of our partners also extends to offshore capabilities, meaning we can introduce you to companies who can provide advice for offshore bonds where a client intends to take up offshore residence.



With the right financial planning structure in place from qualified advisors, Broad Street clients are given a view across everything from the basics of making sure they subscribe to their ISAs each tax year through to managing self-invested pension plans (SIPPs).


Because this is managed in parallel with any other portfolios you hold, it ensures our clients' wealth is balanced appropriately.

Ultimately, it's about taking the time to listen and understand the wealth management needs of our clients and often their families, and providing access to the services that best fit their individual requirements.


For more on our financial planning services, get in touch.



Get in touch and we'll be happy to discuss how our expert team can bring benefits to your investments.

Broad Street Asset Management
Loretta Lodge, Tilley Lane
Surrey KT18 6EP

T: +44 (0)203 962 8613

© 2019 Broad Street Asset Management. All rights reserved.


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