Alan Broadhead

WORK HISTORY

SKILLS

ABOUT ALAN BROADHEAD

I provide holistic financial planning and advice to individuals, families and businesses by understanding what is important to them and putting a plan in place to achieve this. This is done by developing a strong and trusted relationship with my clients, enabling me to tailor my advice to their needs and helping them to achieve their future goals and ambitions. As an FCA regulated financial advisor I have undertaken rigorous professional qualifications, I also have to maintain my competence through continuous professional development and adhere to ethical good practice so clients can be assured of my commitment to providing them with the very best possible advice. I cover all areas of financial planning including: Retirement Planning Investment Planning Individual & Family Protection IHT & Estate Planning Outside of work I have a passion for the outdoors and I spend a lot of my spare time in the Lake District. I am also a fan of F1 and a keen skier. Below are some testimonials from clients that I have worked with:“Alan clearly outlined the implications of each of my pensions in a \'jargon\' free and easy to understand manner. In doing so he identified a pension which I should have been accessing, this has potentially saved me £20k over the next 5 years! Until my meeting with Alan, I was unaware that I could access this pension and I am extremely grateful to Alan for making me aware of this as I would have left the pension until I retired - an expensive mistake!”“We needed advice on pensions, tax and savings, including shares. Alan was very prompt in responding to our enquiry and took time to discuss our individual circumstance’s. He gave measured clear advice explaining our options in laymen’s terms. We felt reassured about the decisions we were making and now have a plan moving forward”If you would like an informal chat with no obligation, please feel free to contact me.The value of your investment can go down as well as up. You could get back less than you invested.The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group\'s wealth management products and services, more details of which are set out on the group\'s website The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place Representatives.SJP Approved 15/04/2025