BROADOAK FINANCIAL PLANNING

• 64999 - Financial intermediation not elsewhere classified

We monitor the average level of charges across our industry, so we remain competitive, whilst providing a market leading service. Very few financial planners publish their fees online; we've decided to be part of that small group to make clear our commitment to transparency. Clients appreciate the clarity and fairness this demonstrates... We provide tailored, objective investment advice based on the specific requirements of the Charity. We act as an independent adviser and help you as trustees to comply with the governing documents of your organisation, the provisions of Trustee Act 2000 and the requirements of the Charities Commission. This can include assisting and writing your Investment Policy Statement, agreeing appropriate benchmarks, and monitoring and reviewing the Charity's investments to maximise performance... Our advice has the biggest impact for clients we work with over the longer-term. We build a strong relationship based on trust and delivering on our promises. We..

Also known as: BROADOAK FINANCIAL PLANNING LTD

Registration numbers: 12633123 (CH)

Primary location: Sale United Kingdom