We are a leading team of financial planners located in the South East, with over 40 years collective experience in financial services. Broome Financial Planning’s vision was to create a business that provided the highest level of care and professionalism to our clients, levels of service that we would provide to our own families. The team at Broome Financial Planning are forward thinking and as such offer a range of services fit for the future, not locked in the past. Our range of services cover the full spectrum of financial advice, ranging from creating, growing and protecting your wealth, to helping you pass it down to future generations. We have created affiliate partnerships with leading solicitors, accountants, tax advisers and private banking professionals, all of which enable Broome Financial Planning to provide holistic solutions no matter what the situation. Our clients view us as their Trusted Adviser, the person that they call first when they need to discuss any financial matter. Who is your Trusted Adviser?

“As a client of ours we will build a long-term, trusted relationship with you. We will coordinate a team of

professionals to provide advice across your entire situation, from

solicitors to tax advisors, discretionary fund managers and private banking partners. We act as a Trusted Adviser

to you, simplifying your affairs and ensuring you receive clear and

consistent advice”

Chris Broome Director

Financial Planner

about us

pensions

“ Broome FP have been a tremendous help to me in finding the right solutions that fit my requirements

and budget for Financial Planning purposes. The professional nature and honesty the team at

Broome FP provide gives you the confidence you need to invest wisely. I would definitely recommend

them to anyone who is considering investing their money”

Mr C Aldous

Managing Director Northamptonshire

Whatever your age, it’s never too early to begin planning for your retirement. If you have achieved a high standard of living today, you will want to ensure that you can support this lifestyle for the rest of your life. Making your savings grow and being able to retire when and how you want to is likely to be one of your most important financial objectives, but achieving this goal requires planning and perseverance. We work with you to consider all the options, based on your needs and aspirations. By taking some practical steps now could mean a more comfortable retirement.

investments

“I refer clients to Broome FP and have found their financial planning service to be of an extremely high standard.

They communicate very well with both the client and myself to keep us

informed of progress and advice that they are giving. I would have

no hesitation in recommending them to other clients in the future”

David Smith

Partner Cottons Chartered Accountants

Planning for your future financial independence relies on selecting the right type of investments and balancing the risks you are comfortable with alongside the potential returns. We appreciate that every investor is unique and complex, which has led us to develop a highly innovative approach to investment. We believe it significantly improves the management of our clients’ investments. By taking time to understand the dynamics of your situation and what your future plans are, we can help create an investment plan that will enable you to achieve your life’s goals. The team at Broome Financial Planning prides itself on the knowledge that we have the facility to cater for all of our clients’ investment requirements, whether you are a seasoned investor or someone just starting out on your journey.

protection

“What I like most about the service Broome FP offer is the clarity. There are never hidden

charges or unpleasant surprises and when it comes to something as important as a

mortgage deal on my home, and protecting my family, trustworthiness is paramount”

Mr P Irving

English Teacher Leicestershire

Life is surprising. Unfortunately, some revelations are more welcome than others. During emotional and tough times, financial worries can simply escalate the challenges facing you and your family. We all tend to assume we will live a long and fruitful life. We do not consider the impact and consequence of our death or diagnosis of a serious illness on our loved ones. With a bit of forward planning and the right protection products on your side, some peace of mind can be restored, leaving you to focus on what’s really important. Even if you have some protection in place already, with your ever changing family and financial situation, it’s even more important to review your current arrangements to ensure your protection needs are fully covered.

lifestyle and financial planning

Have you spent your entire life wanting to travel the world but never thought it would be possible? What about wondering whether your assets would allow you to stop working but you’d still be able to maintain your family’s financial future? By following a robust and structured financial planning process you could organise your financial affairs to achieve the strength and security needed to fulfil your life goals. Utilising simple cash-flow planning tools you can structure your financial affairs to provide the income you need, tax efficiently, whilst investing in a way that would preserve your capital. Knowing your financial future is secure will enable you to spend your time and energy on the things you love. Putting a financial plan is place is the first step to the financial freedom you’ve always wanted.

“The team at Broome FP are consummate professionals, focused and in-depth. They

cannot do enough to ensure you get exactly what fits your profile. They will always make

you feel you are the most important client to them”

Mrs V Wright

Managing Director Buckinghamshire

Identify

where you stand today

Identify where you want to be in the future

Set plans to achieve

your financial

goals

simple steps

“I have referred clients to Broome FP, all of whom have been very impressed with their services,

interpersonal skills and handling of the issues at hand. I have no hesitation in saying that they will

do their utmost to meet, if not exceed, expectations”

Barbro Zeineh

Solicitor Franklins Solicitors

family office

Planning for a significant change can often be daunting, especially if it involves the sale of your business. Over a number of years you will have expended a great deal of emotion and energy into building that business and finally your hard work has paid off, with an imminent sale. You will receive a large capital sum, a sum which will enable you to step back and re-evaluate your priorities in life. You’d like to spend more time with your family, spend more time travelling and have the reassurance your wealth is being managed the way you want. You’d also like to give back to the community that helped your business be successful – the creation of a charitable trust appeals to you. Our Family Office facility will provide you with a clear plan that will enable you to fulfil your family’s dreams and aspirations. It will provide you with a comprehensive, dynamic and tangible range of solutions which in turn provide re-assurance, clarity and peace of mind.

who is your trusted adviser?

A trusted adviser will take time to understand you, your life, your family and your aspirations.

A trusted adviser will challenge your thinking when it

comes to money – this helps you to make sound financial decisions.

A trusted adviser will help you answer important financial

questions – such as ‘will we be able to afford to pay our children’s university fees?’ and ‘when can I afford to retire?’

A trusted adviser will connect you to other professional

advisers. A trusted adviser will be the first person you call when

something changes in your life that could affect your financial future – such as ‘expecting a baby’ or a family bereavement.

“We are proud to know that we sit within the inner circle

of our client’s Trusted Advisers, right next to their

GP”

Chris Broome Director

Financial Planner

YOU and your

Trusted Adviser sit at the heart

of any Financial Plan

Savings & Investment Retirement

Planning

Lifestyle Financial Planning

Family Office

Estate Planning

Tax Planning

Tax Advisers Legal

Experts

Wills / Trusts

Insurances

Private Banks

Mortgages

Business Protection

Corporate Employee

Benefits

Specialist financial planning and

investment training, along with strategic

partnerships with members of the legal,

accountancy and private banking

profession, enable Broome Financial

Planning to provide an integrated solution,

whatever your needs or circumstances.

Head Office: Gloucester House, 399 Silbury Boulevard, Milton Keynes, Buckinghamshire MK9 2HL Registered in England & Wales. Company No. 07692491

Broome Financial Planning Limited act as Appointed Representative of Intrinsic Independent Ltd

which is authorised and regulated by the Financial Services Authority

www.broomefp.com