Welcome to Broadbent Mawson Financial Consulting Ltd.
Lancashire's leading financial consultants.
Here at Broadbent Mawson all our advisers are fully qualified, and
we have a wealth of experience in providing independent financial advice,
with our earliest roots established in 1919.
We assess your financial requirements by adopting the best practice
principles of “know your client”, working with you to assess your
current and future needs. Only by building a good relationship can we
be certain that we can give you the quality of service you expect and
deserve.
Our aim is to help you achieve your financial objectives by offering
solutions to suit your own personal lifestyle and by researching and comparing
products and companies across the entire market.
Our Personal Financial Planning Service offers advice in the following
areas:
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Investment Planning
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Lump sum investments for growth or income
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Savings Plans for children or grandchildren
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Guaranteed bonds
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Retirement Planning
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Review of your existing arrangements
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New stakeholder / personal pension plans
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Occupational pensions
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Flexible and phased drawdown schemes
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Options when approaching retirement
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Estate and Tax Planning
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Sheltering your estate from Inheritance Tax
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Capital Gains Tax Planning
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Structuring your estate planning
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ISAs / Unit Trusts
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Regular savings plans
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Guaranteed ISAs
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PEP / ISA transfers
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Personal Protection
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Family protection
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Mortgage protection
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Income protection
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Critical Illness cover
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Long Term Care
This list is by no means exhaustive, since all our clients’ needs
are individual to their personal circumstances.
For further information please contact Broadbent Mawson Financial Consultanting today.