Broadland Financial Planning

At Broadland Financial Planning we provide you with the advice and information you need to move in the direction you want to take- placing you in the drivers seat in controlling your financial future. STEPS INVOLVED IN OUR MEETING WITH YOU. At the first meeting we gather information. We discuss your financial position, including your goals and obje... ctives. We provide you with a Financial Services guide which explains what we can do for you. We analyse your information, research different strategies and products to meet your needs Based on our discussions we will devise a recommended strategy and prepare a written statement of advice to help you achieve your goals. At the next meeting, we will present you with the plan which details our recommendations. If you agree to proceed with the recommendations we will implement the plan. We will meet with you on a regular basis to review the strategy to ensure it remains relevant and that you are on track to meet your goals, Our financial planning process doesn't end when the clients plan has been implemented.Read More