Broughton Wilkins Partnership

At The Broughton Wilkins Partnership, we are dedicated to providing our clients with a wide range of financial services that cater to their unique needs. Our team of experienced financial advisors is committed to delivering the highest standards of advice and service, combined with value for money.

Our Philosophy

Our philosophy is built on the principles of integrity, professionalism, and a deep understanding of our clients' goals and aspirations. We believe that every individual, company, and trust deserves personalized attention and tailored advice. Our goal is to build long-term relationships with our clients, based on trust, transparency, and a commitment to excellence.

Our Services

We offer a comprehensive range of financial services to our clients, including:

• Private Clients: We provide investment and long-term care advice to individuals, helping them achieve their financial goals and protect their financial well-being.
• Corporate Clients: We offer a range of services to businesses, including financial planning, pension scheme administration, and tax planning.
• Trusts: We provide bespoke trust services, ensuring the efficient management of trusts and the protection of our clients' assets.
• Long-Term Care: We offer expert advice on long-term care planning, helping our clients prepare for the cost of long-term care and ensuring their financial security.

Why Choose Independent Advice?

At The Broughton Wilkins Partnership, we are committed to providing independent financial advice, free from any conflicts of interest. We believe that this independence allows us to provide our clients with unbiased advice, ensuring that their interests are always protected.

Our Team

Our team of experienced financial advisors is dedicated to delivering exceptional service and expert advice. Our directors, Adrian Broughton and Diane Wilkins, have over 30 years of combined experience in the financial services industry and are qualified to provide specialist advice on investments, pensions, and long-term care.

About Our Directors

Adrian Broughton, AIFP, Dip PFS, is a chartered financial planner with extensive experience in investment and long-term care planning. Diane Wilkins, Dip PFS, has over 30 years of experience in the financial services industry and is qualified to provide specialist advice on retirement planning and long-term care.

Regulation

The Broughton Wilkins Partnership is authorised and regulated by the Financial Conduct Authority (FCA). Our reference number is 195273.