Helping you secure your financial future
Throughout your life, your financial circumstances change, from progression in your career, buying a new home, assisting and protecting your dependents, the accumulation of savings, assets and investments, and eventually your retirement and inheritance.
Our clients’ needs are at the centre of everything we do, and our friendly financial advisers are here to help support you on every step of that journey. We have access to the whole of the market’s products, and are able to provide our clients in Norwich and Norfolk with expert, well considered, Independent Financial Advice.
Broadland Consultants Financial Advice Services
Independent Financial Advice
Whatever you want to do, speaking to our independent financial advisers to gain a better understanding of your financial position, and guidance on future financial plans, will help you build a better financial future. Our consultants will provide you with expert guidance on the numerous choices and options available to you.
After fully reviewing your individual circumstances, our independent financial advisers will understand your financial goals and objectives, and will then help develop a tailor-made financial plan for you.
If financial products are required to support your plans, our independent financial advisers will research the whole of the market for you.
They will then report back to you on the best solution(s) available specific to your individual circumstances, and agree with you the final solution(s).
We will then implement your tailor-made solution(s) for you, and then agree with you a frequency of future service meetings to review the performance and progress of your financial goals, and make any adjustments as necessary.
Broadland Consultants Financial Advice Services
Wealth Management Services
Our wealth management service is here to assist you with the successful stewardship and investment of individual or family wealth. Our wealth management advisers, who service clients in Norwich and Norfolk, can assist with all your wealth management advice requirements.
We will provide a service that you can trust, with independent judgment, original solutions and good value.
While it is common to be sitting with our wealth managers to address a particular need such as investment or pension management, our wealth manager’s overall objective is to fully understand our clients and find out what’s important to them and why.
Once we have completed this process then, if required, to complement the advice we provide about investments, pensions, and inheritance planning, we also engage the services of other experts, such as legal and accountancy professionals.
The defining quality of our wealth management service is that it is delivered in a consultative and comprehensive manner. Our wealth managers are truly client-centred and deliver solutions that are tailor-made for each client’s personal circumstances.
We combine retirement and investment planning, inheritance, legal and tax planning disciplines enabling us to offer clients a truly integrated wealth management service.
The value of investments can go down as well as up, and past investment performance is not necessarily a guide to future performance. Some forms of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Why choose Broadland Consultants?
- Unbiased And Unrestricted Whole Of Market Independent Financial Advice & Wealth Management Services. Covering the Norwich and Norfolk area.
- One Easy Meeting Saving You Time. Our Independent Financial Advice & Wealth Management advisers complete all the paperwork for you, and manage the solution(s) all the way through to a successful completion.
- A Meeting At A Time And Location Convenient For You. Phone / Video conference meetings available or meet at Broadland Consultant’s offices. Home/workplace meetings also available in the Norwich and Norfolk area. We also offer evening appointments on request to discuss Independent Financial Advice & Wealth Management advice requirements.
- An Opportunity To Save You Money. Why just speak to one provider which only has their in-house products? Our Independent Financial Advice & Wealth Management advisers review the whole of the market for the best solution for your circumstances.
We Are Here To Help You
Meet The Financial Advice Team
Three Steps To Success
We will help you every step of the way
Our expert independent financial adviser and wealth managers are here to help you through the whole process of researching and arranging the very best financial solution for your specific circumstances
01
Free No Obligation Initial Consultation
Contact Us to arrange a free, no obligation initial consultation.
02
Meet With Our Advisor
We can meet you at your home or office or at one of our office locations. Alternatively via video conference or telephone
03
Let Us Handle The Paperwork
Once we find the right deal, we will collect all relevant paperwork and process all the required admin on your behalf.
What People Say About Us
Client Testimonials
I’ve just spent a little while looking through your figures this morning and I am more than pleased, I’m really delighted. Growth despite all the Brexit stuff they’re throwing at us and the economy generally, you’ve done brilliantly. Very well done.
Independent Financial Advice, Investment Advice — Norwich, Norfolk
It’s been a pleasure doing business with you, you’re quick, responsive and get things done when you say! Excellent service! I’ll certainly recommend Broadland and yourself to fellow investors. Take care and I hope to catch up again with the next purchase.
Independent Mortgage Advice, Buy to Let Mortgage Advice — Norwich, Norfolk
Thank you again for all your expert advice and kind help in trying to resolve this difficult situation, it is very much appreciated as always. With kindest regards Kathryn
Independent Financial Advice, Investment Advice, Independent Financial Adviser, Independent Financial Advisor, Pension Advice, Pension Adviser, Pension Advisor, Investment Adviser, Investment Advisor — Norwich, Norfolk
We would like to say that we were impressed with the way Luke handled things for us and with the ‘no rush’ attitude you portrayed. We feel happy and confident in Luke's ability to continue looking after our investments and look forward to our annual review, Once again our appreciation.
Independent Wealth Management and Investment Advice, Pensions — Norwich, Norfolk
My experience with Russell Carter, was outstanding. He successfully secured two mortgages at short notice and ensured all my needs were met. Russell offers a professional, yet personable service and this is something money can’t buy. Russell is an asset to Broadland Consultants Ltd and I will most definitely refer Russell to friends and family
Equity Release, Life Time Mortgage Advice — Norwich, Norfolk
Thank you Luke for discussing our finances today for our yearly update. We would like to very much pass on our appreciation of the way you are working on our behalf and the professionalism you convey. We feel that you are doing your upmost to look after our investments and that came across clearly in our meeting today. Once again a big thank you and wish you and your family a very Happy Christmas and a healthy New Year.
Independent Wealth Management and Investment Advice, Pensions, Independent Financial Advice, Investment Advice, Independent Financial Adviser, Independent Financial Advisor, Pension Advice, Pension Adviser, Pension Advisor, Investment Adviser, Investment Advisor — Norwich, Norfolk
Hello Simon, I just wanted to pass on my thanks for the amazing service Broadland consultants gives. Last year I decided to use Broadland Consultants to look at my pension provision. I had a number of schemes that although were performing they all had a high commission charge. They were all amalgamated into one scheme, a low risk safe choice as I am now well into my 50’s. I have just had my first years statement and was very happy to see a growth of almost £35,000. I now feel much happier and relaxed about being ready for retirement. I am in the process of moving and am using Broadland Consultants to help with the mortgage. They came to my house for a 7.30am arranged appointment, allowing us not to have take time out of work. By midday a mortgage had been approved in principle and three days later a survey on the new property had been carried out and the mortgage approved. It has to have been the smoothest easiest experience of getting a mortgage I’ve experience in 30 years. I would thoroughly recommend Broadland Consultants, no hard sell and they listen to what you want to get out of your situation. Many thanks Brian
Independent Wealth Management and Investment Advice, Pensions, Independent Mortgage Advice, Independent Financial Advice, Investment Advice, Independent Financial Adviser, Independent Financial Advisor, Pension Advice, Pension Adviser, Pension Advisor, Investment Adviser, Investment Advisor, Mortgage Adviser, Mortgage Advisor — Norwich, Norfolk
Thanks so much for helping us both on this matter and we are both very grateful. I’m really glad that I met you Simon you are a person who keeps his word like me.Independent Mortgage Advice, Income Protection Insurance Advice, Independent Life Insurance Advice, Equity Release, Life Time Mortgage Advice, Buy to Let Mortgage Advice, Insurance Advice, Mortgage Broker, Life Insurance Advice, Mortgage Adviser, Mortgage Advisor — Norwich, Norfolk
It was good to meet you as well. Thank you for giving us time. We have thought about who to instruct to assist us, and have decided that we won't ask the other adviser for a meeting after all, on the basis that we would rather have the broader team at Broadland and the continuity that would come guaranteed with that over the course of the next few years - along with the fact that you are local and we were impressed with the meeting.
Equity Release, Buy to Let Mortgage Advice, Mortgage Broker, Mortgage Adviser, Mortgage Advisor — Norwich, Norfolk
Graham & Jill, just to say many thanks for all your help and advice in the past year and to wish you all the best for 2019
Independent Wealth Management and Investment Advice, Independent Financial Advice, Investment Advice — Norwich, Norfolk
I received, what I consider to be the Rolls Royce of service. The advisor was friendly, polite, courteous and at every stage of the advice kept in close telephone contact, always ringing when he promised to. He provided me with a wide variety of options explaining and guiding me every step of the way, whilst leaving me to make my decision with confidence. My concerns were listened to and I was given a quality, individual service putting all my financial affairs in order.
Equity Release, Life Time Mortgage Advice — Aylsham, Norfolk
We look forward to seeing you again soon. In the meantime, we would like to thank you for all your patience, your own considerable hard work and that of your colleagues at Broadland Consultants, in bringing about a satisfactory conclusion to yet another episode in our family history! I am sure our parents would be very pleased with this positive outcome
Independent Wealth Management and Investment Advice, Investment Advice — Norwich, Norfolk
I am writing to say how much we appreciate the work Luke Jeal puts in on our behalf with our retirement fund. Luke is very professional and comes across as a friendly and very likeable person who genuinely cares about getting the best he can for us. We have a great deal of faith in him and as such would like him to be acknowledged for all his efforts.
Independent Financial Advice, Investment Advice, Pension Advice, Pension Adviser, Pension Advisor, Investment Adviser, Investment Advisor — Norwich,Norfolk
Dear Karl, thank you for everything you've done for us! You have been just brilliant, and we would be happy to recommend you.
Independent Mortgage Advice, Buy to Let Mortgage Advice, Mortgage Broker — Norwich, Norfolk
Faultless service from Chris Spinks, who not only identified a great mortgage product, but managed the information flow to the lender to achieve a super-quick approval. He was also clear and proactive in terms of communication, taking the time and trouble to understand our priorities. Chris was a delight to deal with at every step and I will be recommending him to others.
Equity Release, Life Time Mortgage Advice, Buy to Let Mortgage Advice, Mortgage Broker, Mortgage Adviser, Mortgage Advisor — Norwich, Norfolk
Just have to say that we can’t thank David Weeds enough for his support and advice in regard of obtaining equity release on our property, an area about which we were completely ignorant! Thank you David for your patience and careful explanations following our numerous enquiries. We couldn’t be more happy with the outcome, everything was settled quickly and at a very competitive price. We definitely wouldn’t hesitate to recommend Broadland Consultants and David in the future .
Equity Release, Life Time Mortgage Advice, Mortgage Broker, Mortgage Adviser, Mortgage Advisor — Norwich, Norfolk
Dear Jill, I have never met you but you have been so very good and helpful for me so I thank you from the bottom of my heart!
Independent Financial Advice, Investment Advice — Norwich, Norfolk
Thank you Russell for all of your assistance, you have been truly outstanding
Equity Release, Life Time Mortgage Advice — Norwich, Norfolk
Thank you very much for organising and managing this process for me, you’ve achieved exactly my initial thoughts and requirements and added value through your professional and personable approach to providing me with information advice and guidance. Top stuff!
Pensions, Independent Financial Advice — Norwich, Norfolk
Firstly, I would like to thank you for your expertise, patience, kindness and professionalism, I am extremely grateful.
Independent Wealth Management and Investment Advice, Pensions, Independent Financial Advice, Independent Financial Adviser, Independent Financial Advisor, Pension Advice, Pension Adviser, Pension Advisor, Investment Adviser, Investment Advisor — Norwich, Norfolk
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