Broadway Financial Planning Ltd

Broadway Financial Planning is an independent financial planning firm that has been providing financial advice for over 25 years. Based in the Cotswold village of Broadway, the firm assists clients with their financial planning needs.
  • Cashflow Planning
  • Retirement Planning
  • Tax & Estate Planning
  • Investment Management
Size
Small
Phone
N/A
Website
broadwayfp.co.uk
Email
N/A
Locations
Quarry Barn, Farncombe Estate, WR12 7LJ
01386858121
Digital Popularity
Popularity over time
Social Media
Company Details
Broadway Financial Planning Ltd is operated by Broadway Financial Planning Ltd and is a Active company incorporated on 22 September 1994 with the registered office located in Nottingham, Nottinghamshire. Broadway Financial Planning Ltd was registered 30 years ago.
Status
Active
Size
Micro
Directors
3
Age
30 years old
Employees
5
Turnover
Unreported
Total Assets
£59.16K
Cash in Bank
Unreported
Total Liabilities
Unreported
Keri Michelle Carter
Director • Financial Planner • British • Lives in England • Born in Mar 1969
David William Kelly
Director • Finance Director • British • Lives in England • Born in Nov 1978
Neil Carter
Secretary
Wren Sterling Financial Planning Limited
PSC
More information on Broadway Financial Planning Ltd
Teams
All
3
Management
2
Wealth Management
1
Claire Butler
Operations Manager • Joined Apr 2006
Claire Butler
Operations Manager
Hetty Hyde-Durrant CFP™
Certified Financial Planner • Joined Oct 2022
Claire Butler
Operations Manager • Joined Apr 2006
Claire Butler
Operations Manager
Hetty Hyde-Durrant CFP™
Certified Financial Planner • Joined Oct 2022