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Broom Consultants Ltd is a leading independent financial advisory firm based in Essex, England. With over 30 years of experience, we empower individuals, families, and businesses to take control of their financial future.

Our Mission

Our dedicated team of experts works with clients to understand their unique financial goals and aspirations. We provide tailored solutions and strategies to address their specific needs, ranging from retirement planning and mortgage guidance to investment opportunities and estate planning.

Pensions & Retirement Protection

We assist with:

  • Pension scheme reviews and optimization
  • Retirement planning and goal setting
  • Pension transfer and consolidation
  • Retirement income planning
  • Inheritance planning

Mortgages

  • Mortgage assessment and affordability calculations
  • First-time buyer guidance
  • Remortgaging and equity release options
  • Mortgage protection and insurance solutions

Savings & Investments

  • Investment planning and goal setting
  • Portfolio review and optimization
  • Sustainable and ethical investment options
  • Inheritance planning

Corporate & Wills & Trusts

  • Business succession planning
  • Employee benefits consulting
  • Will writing and trust establishment
  • Tax planning and optimization

Client-Centric Approach

At Broom Consultants Ltd, we prioritize open communication and transparency throughout our collaborative process. We believe in:

  • Holistic approach: We take a comprehensive view of your financial situation to identify potential risks and opportunities.
  • Tailored solutions: We create personalized plans based on your individual needs and goals.
  • Client collaboration: We involve you in every step of the process and keep you updated regularly.

Experienced and Qualified Team

Our team comprises highly skilled and experienced financial advisors, each holding the necessary qualifications and accreditations. We are committed to delivering exceptional client service and helping you achieve your financial aspirations.

Contact Us Today

If you're looking for expert financial guidance and personalized solutions, contact Broom Consultants Ltd today. Our dedicated team is ready to assist you in taking control of your financial future.

Reviews
Positive: The positive comments highlight the exceptional service, professionalism, and trustworthiness of Broom Consultants and their advisors.

Exceptional Service and Trustworthy Advisors

The reviewers have consistently praised the exceptional service and professionalism of Broom Consultants, particularly Tommy Allen and Dominic Savel. The advisors are commended for their patience, kindness, and ability to explain complex financial concepts in layman's terms.

Personalized and Knowledgeable Advice

The reviewers have received personalized and knowledgeable advice on various financial matters, including pensions, investments, and mortgages. The advisors have been instrumental in helping them make informed decisions, achieving excellent financial returns, and providing guidance on important matters such as wills and power of attorney.

Family-Like Trust and Customer Service

Many reviewers have expressed their gratitude for the trust and confidence they have in the advisors, with some even considering them part of their family. The customer service is described as second to none, with prompt and clear communication, and a willingness to answer numerous questions.

Highly Recommended

All reviewers have highly recommended Broom Consultants and their advisors, with many having referred friends and family. The overall impression is that Broom Consultants is a trusted and reliable company that provides exceptional financial advice and service.

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