Come to Broadway Financial Planning and you'll get to know each and every one of our dedicated and professional team. We all work closely together to provide an exemplary and caring service - one that you'll come to trust and respect. Keri is hugely passionate about Financial Planning and provides strategic advice to our clients, as well as overseeing the running of our firm.
She joined us in 2001, qualified as a Certified Financial Planner in 2007 and went on to be announced as the inaugural winner of the CFP Professional of the Year award.
She joined us in 2001, qualified as a Certified Financial Planner in 2007 and went on to be announced as the inaugural winner of the CFP Professional of the Year award.
Services
For us and our clients, it's all about understanding where you're trying to get to, and which of the services from our bespoke planning framework will serve you best along the way. We start by following our well-established six-step process built around finding the right solution for you. Throughout our journey together you'll also benefit from many of our expert professional connections.
We won't confuse you with jargon, just work hard to understand your situation and then give you all the options in a clear, concise way you can understand. And if you already have professionals who advise you, we're more than happy to work with them too, ensuring everything runs in total harmony. At every stage in your journey, it's likely you'll have a different set of challenges to face and your priorities may change along the way.
It says a lot that we're accredited by the Chartered Institute for Securities and Investments (CISI). It sets standards of professional excellence and integrity for the securities, investment and Financial Planning industry and anyone who holds this accreditation has to meet its vigorous ethics, experience, competence and professional practice standards.
From the very beginning, we've always prided ourselves on providing a transparent fee-based service that offers clear value for money. So right from the start, at our initial free consultation, we'll advise you on our fee structure and then quickly follow up with an indication of how much your fees are likely to be.
The importance of Cashflow Planning cannot be underestimated, and talking to one of our financial planners can make such a difference. With advice that's tailored to you, we'll help you gain a clear picture of all your options, leaving no stone unturned. The first stage is a meeting to find out more about each other, so that you know how we work and we get to know your current circumstances and your goals.
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