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In 2008 I inherited a lump sum to invest in a pension as I was becoming unwell. I trusted the bank I had used for over thirty years as I had no idea who else I could trust. I made an appointment for a home visit and everything was discussed and I signed up for what I thought was a pension investment, over the next three years I was mortified to find from the statements that I had signed up for exactly the opposite of what I actually needed, my investment value was plummeting.
A friend called round one night and I explained what was happening to my investment, immediately I was told about Broadview Financial Services and to contact Lee. An appointment was made and Lee went through all the paperwork I had signed and started to unravel it. It was fully explained to me by Lee to take all the money out of the bank investment and that when we knew how much there was, a pension plan could be worked out.
Lee and Broadview Financial Services made it possible for me to give up work and have a comfortable lifestyle. The bank lost me approximately forty thousand pounds. I have had my pension managed by Lee for the last three years and the amount invested and my pension is still well within the guide lines set out by Lee. Lee is always at the end of a phone if I need him and rings me once a year to arrange a meeting to review my circumstances. To say he is a lifesaver is an understatement.
Thank you Lee and Broadview Financial Services for all you have done for me.
Mr A Archer
We have been clients of Broadview Financial Services for many years now and they have always offered excellent service. Over the years they have reviewed our Mortgage, protection policies and pensions. When they first visited us our mortgage was going past retirement which was a major concern, this has now been reduced to under retirement age and they have also helped us achieve our goal of taking our pension at age 60 and have also provided us with peace of mind of life cover in the event of either of our death.
Mr & Mrs Calf
We really felt listened to by Broadview Financial Services and that they genuinely cared that their comprehensive advice was absolutely right for us and our situation. Without their support we undoubtedly wouldn't of been able to progress with so much confidence in the decisions we were making and are incredibly grateful for that.
Mr D Ellis
I was searching for a better, more financially viable mortgage lender to re-mortgage with, Broadview were undoubtedly fully up to date with all the latest products available to me and recommended the best which would benefit my circumstances. Re-Mortgages are complicated but Broadview help me negotiate my way through early repayment charges, solicitor fee's and all those hidden complications that just aren't that clear when looking for the most attractive mortgage offer! I would 100% highly recommend Broadview to anyone looking for Financial Services
Miss K Eccleston
We have always received excellent service from Broadview in all areas and have always helped us in the right direction. Have reduced our mortgage term as well as costs. Have set up a pension drawdown to give access to the funds when we want and have also made sure we have the correct protection policies in place. Always there for us and always answer any question we may have. We have recommended them to friends and family and would have no hesitation in recommending to anyone else.
Mr & Mrs Forster
I have been a client of Broadview Financial Services for the last 5 years after being referred to them for financial advice. They have reviewed all my financial needs and have helped me achieve my goals and have put a plan in my place to provide me with my desired income in retirement. They have always visited me in the comfort of my own home at a time to suit.
Mr S Tingey
Great service, Great people
Mr S Turgoose
Broadview Financial Services has provided my wife and I with an excellent level of unbiased advice for over 6 years. Whether this be a Pension or Mortgage related, their attention to detail has been remarkable.
We are in no doubt that we have benefitted enormously through their expertise and knowledge of the Financial Services Market place'
Mr and Mrs Rice
Broadview Financial Services have helped me in several financial areas including:
1. Critical Illness cover and Life Protection.
2. Personal Investment.
3. Buildings and Contents Insurance.
4. Home Mortgage.
I am pleased to say I have received excellent advice, help, expertise, and efficiency from Broadview Financial Services in working on all of the above aspects of my finances over the last two years and all in the comfort of my own home. I have found their service exceptional. They have explained all financial matters in a very understanding way for which I am extremely grateful. I am happy to continue to use their services and would highly recommend them.
Mrs J Hughes
Broadview Financial Services Ltd
St Peter's House,
Derby DE1 3TP
Telephone: 01332 840544
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