Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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| The Broughton Wilkins Partnership Address: Lambourne House, 7 Western Road, Romford, Essex. RM1 3LT Telephone: (01708) 722332 Fax: (01708) 721392 E-mail: diane@bwifa.co.uk  Visit our Web
Site: www.bwifa.co.uk
Contact: Adrian Broughton MSFA, AIFP or Diane Wilkins FPC General information With combined experience in the Financial Services industry of over 45 years, the Directors of the Broughton Wilkins Partnership are committed to providing our clients, both new and existing, with the highest standards of advice and service, combined with value for money. We are a fee based firm as we consider that this is the only way to ensure our complete independence. We offer the option of offsetting our fees with commission. For all prospective clients, we offer an initial meeting with no obligation or charge, as we feel that this is the only way to determine whether advice is appropriate. We provide advice for Individuals, Companies, Trusts and the representatives of persons in Long Term Residential and Nursing Care. It is our strong believe that putting in place a financial planning strategy represents the beginning of a relationship rather than the conclusion of a transaction. We encourage clients to keep their strategy under review, as inevitably there will be changes to their circumstances, objectives and even attitude towards risk. The areas that we provide advice upon include: Investment Portfolio Planning Life Assurance, Critical Illness and Income Protection Corporate and Personal Retirement Planning Inheritance and Capital Gains Tax Planning Planning to meet Immediate and Future Long Term Care Fees Regular Savings and Investments Through our website, you can purchase life assurance and invest in an ISA, on an “Execution Only” basis. You can also find out more about the services that we provide to our clients and our approach to financial planning. The company has a strong sense of corporate and social responsibility and has embarked on a number of initiatives with local and national charities in order to put something back into the community. The Broughton Wilkins Partnership is authorised and regulated by the Financial Services Authority. Please note that not all of the areas that we provide advice upon are regulated by the Financial Services Authority. |
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