3 Best Financial Services in Brentwood, UK

Expert-recommended Top 3 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!

Broom Consultants Ltd
Broom Consultants Ltd
Broom Consultants Ltd
7+ YEARS IN TBR
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BROOM CONSULTANTS LTD

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

Since 1994

Speciality:

Financial Advice Protecting Your Family Planning for Retirement Leaving a Legacy Pensions Mortgages Investments Tax and Corporate Planning Planning for Your Business

Broom Consultants Ltd has been providing comprehensive advice to their clients for over 30 years. John Broom is the financial adviser and director of the firm. The team at Broom Consultants Ltd works with their clients to understand their immediate and future needs and to provide tailored solutions. 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.

2025 Update: 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.

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Registration 03920473

Contact:

01277 202222

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

TBR® Inspection Report:

Abacus Wealth Planning Ltd
Abacus Wealth Planning Ltd
Abacus Wealth Planning Ltd
7+ YEARS IN TBR
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ABACUS WEALTH PLANNING LTD

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

Since 1986

Speciality:

Cashflow Planning Wealth Management Pensions and Retirement Investments and Savings Life Protection Later Life Advice Mortgages Advice Equity Release Long Term Care Tax and Estate Planning

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.

2025 Update: Their dedicated team of three experienced advisers, Adrian Pope, Paul Moisey and Bill Kirton, together with 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.

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Registration 2061670

Price:

Initial Adviser Charge: Up to 3% of Investment
Annual Adviser Charge: 0.85%

Contact:

01277 219 594

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

TBR® Inspection Report:

7+ YEARS IN TBR
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BASI & BASI FINANCIAL PLANNING

9 Warley Hill, Warley, Brentwood CM14 5HT, UK Directions

Since 2010

Speciality:

Pensions and Retirement Tax and Trust Planning Mortgages Financial Planning Savings Investments Business Insurance and Protection Long-Term Care

Basi & Basi Financial Planning is led by Michael Basi, the director and financial planner, who leads the team with a deep commitment to their clients. Established in 2010, Basi & Basi Financial Planning is the new name for a long-standing family business. Ady Basi began advising clients in 1994 under the previous name, “IFA Stop.” In 2011, the firm was rebranded as Basi & Basi Financial Planning to better reflect its family-oriented approach. They specialise in managing property tax effectively and providing protection for directors, shareholders, and employees, ensuring comprehensive financial solutions tailored to clients’ needs.

2025 Update: Basi & Basi Financial Planning is committed to providing friendly, independent financial planning advice with 3 advisers and a great support team.

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Registration 07046189

Contact:

01277 500053

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

TBR® Inspection Report:

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