As a financial administrator within Broadland Consultants, Bethany is able to work with new and existing clients and the team at Broadland Consultants to assist them in achieving the financial planning objective.
More about Bethany
Bethany is a Financial Administrator within Broadland Consultants who works with clients across Norwich and Norfolk.
Broadland Consultants Ltd is a firm of Independent Mortgage and Financial Advisors based in the heart of Norfolk, who’s team have been servicing client’s financial needs for over 25 years.
Broadland Consultants are both authorised and regulated by the Financial Conduct Authority (FCA).
We have the quality of our work regularly reviewed by our external auditor to ensure our independent advice continues to meet all the regulatory requirements.
We strongly believe in the benefits of independent financial advice & know our clients feel the same. Most of our work involves careful preparation of financial plans. But a financial product – for example a pension or an ISA – will often need to be selected at some point, and our independence means we can select the most appropriate product and provider for your circumstances.
- Straight talking & approachable
Wherever you want to get to, you’ll need a plan. It doesn’t have to be complicated and may actually be very simple, but we think it’s important that you know what you are being advised to do, understand why you are being advised to take a particular course of action & have confidence and trust in the person advising you. You will find Bethany to be ‘professionally informal’ no stuffiness or formality, but nevertheless, a determination to get the job done.
Knowing Norfolk as we do, we know that reputation is hard won. Our friendly approach means that our clients will never feel pressured to make a financial decision. Our relationship is a partnership, indeed one which often develops into a friendship, to help you to attain your financial goals.
If that’s the type of service you’re looking for, then you’ve come to the right place.
Who we work with
Whatever the problem, we’ve always believed the best results are achieved by consulting an expert, this applies to every walk of life, including financial planning.
Our clients want expert, independent advice, delivered by an adviser experienced in helping people with similar financial challenges.
All our clients are different, but there are some common things that trigger them to seek out financial advice.
- Poor rates of return on bank deposits
- Trying to reduce Tax implications (Inheritance Tax, Capital Gains Tax or Income tax)
- Inheriting money following the death of a loved one
- Concern about how investments are performing
- Nervousness about an existing financial adviser or their existing adviser bank has stopped offering their services.
- The need of more income, capital growth or both
- Career change – such as starting and growing a business
- A desire to finish work and retire
- Buying Your First Property.
- Moving House and Buying Your Next Home
- Setting Up A Re-Mortgage To Improve Your Mortgage Deal
- Investing In Buy to Let Property
- Releasing Equity From Your Home For:
- Debt Consolidation
- Home Improvements
- Assisting in the funding of your retirement
- Birth of Child Prompting The Need For Life Insurance
- Taking Out A Mortgage And Requiring Life, Critical Illness Insurance To Repay This Debt
- A Business Owner Requiring Life / Critical Illness Cover To Protect Their Shareholder and Key Staff
- A Need For Private Medical Cover
We don’t just work with wealthy individuals, if you are serious about planning your financial future, no matter how much money you have, we would be happy to talk to you.
Over the past 25 years we have built a deep understanding of the requirements of our clients. This knowledge allows us to efficiently and effectively give high quality, independent, financial advice and is why we are trusted to manage the financial affairs of clients, both old and new.
Areas of advice
As an Independent Advice firm we are able to help clients in a number of areas & cover the whole range of available solutions, an outline of which can be found below.
- Investments: ISA’s, Investment Bonds, Unit Trust’s or OEICS, Investment Trusts, ETFs, Structured Products & Ethical Investments.
- Pensions: Personal Pensions, SIPPs, Company Pensions, Annuities, Income Drawdown & Open Market Option
- Mortgages: First time buyers, Residential, Re-mortgages, Buy to Let and Equity Release
- Protection: Life Insurance, Critical Illness Cover, Income Protection Plans, Family Income Benefit, Private Health Insurance, Business Insurance, Share Holder Protection and Key Man Cover
- Inheritance Tax Planning
- Long Term Care Planning
As an established and reputable advisory firm we have also built strong relationships with other local and trusted firms who can further assist our clients in the following areas should there be a need:
- Property Finding and Investment Property Consultancy*
- Tenant Finding for Investment Property*
- Commercial Finance*
- The arrangement of Wills *
Our initial discussion is completely free of charge, as the first meeting is all about us getting to know each other. Our aim is to have a long-term relationship with our clients, it’s therefore vital that we not only get on, but will work well with one another - hopefully for many years to come.
Effective financial planning isn’t about products, it’s about identifying your goals and aims, then producing a plan to ensure they are achieved.
Our philosophy is based on an evidence-based approach, using all the available evidence and the most up-to-date information.
With all of our clients we will follow these simple steps:
- Consider your circumstances, establish your goals & aims
- Gather and document the information
- Review your current situation
- Research your potential options
- Agree on the best way forward
- Implement the agreed plan
- Regularly review your circumstance
Whatever you want to do, a better understanding of investments will probably help you build a better financial future. Please get in touch with us, so we can provide you with expert guidance through the numerous choices available to you.