BROADGATE FINANCIAL MANAGEMENT LLP
23 The Green, 1st Floor Broadgate House, Stockton on Tees TS23 1ES Directions
Since 2013
Here’s The Deal:
Broadgate Financial Management LLP is a family-run financial planning firm with a team of independent financial advisers based on Stockton on Tees. They offer comprehensive financial planning, investment and protection service to clients across the UK. Alan Sheekey, Neil Sheekey and Ian McCallan are partners of the Broadgate Financial Management LLP. Alan is the founder of the firm, and he has over 35 years of industry experience. Neil is responsible for the Pension and Investment side of the business and advising clients. Ian is responsible for the mortgage and protection side of the business. He specialises in all forms of lending and protection; Ian advises private and corporate clients.
SPECIALITY:
Pensions, Estate and Retirement Planning, Life Insurance/Income Protection, Investments/Regular Savings, Mortgage Advice, Corporate Financial Advice, General Insurance Health & Long Term Care
Registration 589112
TBR® Inspection Report:
JOSLIN RHODES
The Planning Rooms, Wellington Court, Preston Farm, Stockton on Tees TS18 3TA Directions
Since 1980
Here’s The Deal:
Joslin Rhodes is a lifestyle financial planning company that specialises in providing pension advice and retirement planning. They will work with you to plan the retirement you want by answering the questions. Neil Parker is the CEO of the Joslin Rhodes financial planning company. The team has qualified independent financial advisers. They work with clients to identify what you want to achieve and then empower you with the knowledge, support and advice to make it a reality. They use unique PlanHappy Lifestyle Financial Planning process; they'll coach you through the kind of lifestyle you want in the future. Joslin Rhodes offers a free consultation.
SPECIALITY:
Pension Advice and Drawdown, Final Salary Pension Transfer, School Fee, Retirement, Estate, Investment and Savings Planning, Ethical and Offshore Investments, Investing for Income, Investment Trusts, Individual Savings Accounts & Unit Trusts
Registration 06446109
TBR® Inspection Report:
HOLISTIC FINANCE LTD.
72 Church Road, Stockton on Tees TS18 1TW Directions
Since 2014
Here’s The Deal:
Holistic Finance Ltd is a local independent financial advisory firm in Stockton on Tees that provides financial advice to help clients on making the financial decisions. Their team delivers a first-class friendly and professional service. Their team focuses on the customer's financial freedom. The advisors take a 'Whole of Market' approach when considering the most useful financial planning advice for you. Also, they offer a free, no-obligation consultation. Holistic Finance Ltd serves in the Teesside region, including Middlesbrough and Darlington.
SPECIALITY:
Pension Reviews, Annuity, Investment Portfolio Construction and Wealth Management, Stocks and Share's ISA's, General Investment Accounts, Flexi Access Drawdown Tax Wrapper, Inheritance Tax & Retirement Planning
Registration 9136730