Best Financial Services in Brentwood, UK

Expert-recommended Top Financial Services in Brentwood, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

7+ YEARS ON TBR
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BROOM CONSULTANTS LTD

Sterling Court 4 Gresham Road, Brentwood CM14 4HN, UK Directions

Since 1992

Speciality:

✓Independent Financial Advice ✓Holistic Financial Planning ✓Wealth Management and Investment Planning ✓Retirement Planning ✓Pension Advice and Planning ✓Pension Drawdown and Retirement Income Planning ✓ISA Advice ✓Mortgage Advice ✓Residential Mortgages ✓Buy-to-let Mortgages ✓Commercial Mortgages ✓Equity Release ✓Life Insurance and Life Assurance ✓Critical Illness Cover ✓Income Protection ✓Mortgage Protection ✓Family and Wealth Protection ✓Business Protection ✓Inheritance Tax Planning ✓Tax Planning ✓Estate Planning Guidance ✓Trusts ✓Cashflow Planning and Forecasting

"Broom Consultants Ltd works with their clients to understand their immediate and future requirements and to provide tailored solutions. John Broom is the financial adviser and director of the firm. As an independent financial adviser (IFA), their clients often need guidance in many areas. They have a large team with many experts specialising in their particular fields. Reassuringly, when you work with one Broom Consultants Ltd adviser, you will be given access, via their internal team, to this in-depth range of expert knowledge and services. Whether planning for retirement, buying a new home, or seeking corporate planning advice, they deliver clear, practical, and personalised guidance. Their experts work closely with individuals, families, and businesses to understand and meet your immediate and future needs. The company has on-site parking available for all clients.

2026 Highlights: Broom Consultants Ltd has over 30 years of expertise in providing clear, tailored advice to help you achieve your financial goals."

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Registration 03920473

Price:

Typical Minimum Fee For New Advice And Implementation £1,000
Reduced Minimum Fee For Certain Structured Product Investment Solutions £750

Contact:

01277 202222

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Abacus Wealth Planning Ltd - Brentwood Financial Services - Financial Consultancy Image
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7+ YEARS ON TBR
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ABACUS WEALTH PLANNING LTD

18 St Thomas Road, Brentwood CM14 4DB, UK Directions

Since 1986

Speciality:

✓Financial Planning ✓Cash Flow Planning and Lifetime Cash Flow Forecasting ✓Wealth Management ✓Investment Advice ✓Investment Portfolio Construction and Asset Allocation ✓Portfolio Monitoring ✓Reviews and Realignment ✓Investment and Savings Advice ✓ISA Provider and Fund Selection ✓Tax-efficient Savings Guidance ✓Pension Planning ✓Pension and Retirement Options ✓Pension Reviews ✓Retirement Income and Pension Benefits Planning ✓Pension Annuity Guidance ✓Later-life Financial Advice ✓Long-term Care Funding Advice ✓Inheritance Tax Planning and Mitigation Strategies

"Abacus Wealth Planning Ltd is dedicated to delivering superior value, choice, and results tailored to your financial needs. With 39 years of experience, you will work with a firm with a proven track record of helping individuals and families achieve their financial goals. Their approach is built on friendly, honest, and transparent advice, ensuring that you feel confident and informed every step of the way. This commitment to quality service is reflected in the fact that most new clients come to them through referrals from satisfied clients. When you choose Abacus Wealth Planning Ltd, you choose a trusted partner with decades of experience and a client-focused approach to help you succeed. Their dedicated team of three experienced advisers, Adrian Pope, Paul Moisey, and Bill Kirton, and their two committed support staff, Julie and Joan, are here to guide you through the complexities of financial planning. They are authorised and regulated by the Financial Conduct Authority. They also offer a free initial consultation.

2026 Highlights: Abacus Wealth Planning Ltd has over 40 years of experience."

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Registration 125177

Price:

Private Client Service:
Initial Adviser Charge Upto 3%
Annual Adviser Charge 0.85%
Core Transactional Service Initial Adviser Charge 3%

Contact:

01277 219 594

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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