Broadview Financial Services Ltd

There will be times when you want to buy or provide things that are not affordable from your regular monthly income. With it becoming harder to borrow money in today's climate you need to ensure you save towards the goals and aspirations that you have for yourself and your family. You may need to save towards a new car, home improvements, university fees, weddings or even your dream holiday. Whatever your plans, it is important that you set out a clear goal along with an affordable and efficient way of saving towards that goal.

Investment management

Broadview Financial Services specifically offer financial advice on the investment management and income protection aspect of your overall financial strategy. We have expertise in a wide range of financial products, but critically we do not look at your investments in isolation of your protection and planning needs. We combine a personal face to face service with technology that helps us monitor, forecast and communicate effectively to you.

Asset allocation model

It is our belief that the foundation of any investment plan is an appropriate asset allocation model that meets your needs, objectives, affordability and attitude to risk. We use a range of sophisticated systems to help us understand what has happened in the past and what is likely to happen in the future. We then add our own personal experience and thoughts to constructing an appropriate financial model for you as an individual.

Your personal adviser

Your investments will be monitored by your personal financial adviser to ensure they stay balanced and in line with your pre-agreed financial plan and any change to your attitude to risk. Suggested financial changes will be discussed with you and regular valuations and reviews of your portfolio will be provided to you. Once we have agreed the financial investments that suit your risk profile we then determine the most efficient way of holding the investments taking into account accessibility, tax efficiency and flexibility through the use of tax wrappers and trusts if required.

Broadview Financial Services is an appointed representative of Intrinsic Financial Planning Limited,

which is authorised and regulated by the Financial Services Authority.

Intrinsic Financial Planning Limited is entered on the FSA register ( http://www.fsa.gov.uk/register/ ) under reference 440703