Protect What You Love For Less
Broadbench is a dedicated team of experts passionate about empowering independent professionals and business owners to manage their financial protection and achieve their financial goals. We understand the unique challenges faced by those working in these fields, and we tailor our advice to your specific circumstances.
Our Story
The seeds of Broadbench were sown from the common frustrations faced by independent professionals and entrepreneurs. Traditional financial institutions often overlook the unique needs and complexities associated with these professions. We knew there had to be a better way to access tailored financial solutions that truly understand their individual circumstances.
Our Team
Our team comprises experienced professionals with deep expertise in various financial fields. We combine this knowledge with a genuine desire to understand your unique needs and objectives. We believe in open communication, personalized solutions, and fostering genuine partnerships with our clients.
Our Services
Protection Advice
- Comprehensive assessment of your financial situation and risk profile
- Tailored solutions for life insurance, critical illness, income protection, private healthcare, professional indemnity, and pensions
- Guidance on building and protecting your wealth
Mortgage Advice
- Personalized mortgage comparison and sourcing
- Advice on securing a mortgage that aligns with your individual needs and goals
- Expertise in arranging remortgages and buy-to-let properties
Additional Services
- Guidance on building a robust financial plan
- Financial planning for first-time buyers and home movers
- Solutions for securing your business with Key Person Insurance
Our Approach
We believe in a collaborative and personalized approach to financial planning. We take the time to understand your unique circumstances, goals, and aspirations. We then work with you to develop a tailored plan that addresses your specific needs and challenges.
Our services are designed to empower you to make informed financial decisions, manage your risks, and achieve your financial goals with confidence.
Disappointing Experience
Andy Thomas shares his frustrating experience with a mortgage broker. He says they recommended a mortgage, took an initial payment, but were unable to follow through with the solution. According to Andy, the broker didn't ask the right questions to successfully recommend a mortgage, which led to difficulties. He ultimately went with a local broker who only receives payment from the lender, and they were able to secure the mortgage he wanted.
Procedure and Communication Issue
The broker's ineffectiveness in dealing with the mortgage application was the primary issue. Andy felt that they didn't take the time to ask the necessary questions to ensure they offered the correct solution. This lack of understanding and communication led to a significant delay in the mortgage process.
Competitor Comparison
In contrast, Andy praises his local broker, who operates differently and obtains payment solely from the lender. This arrangement allowed the local broker to focus on finding the right mortgage for Andy, without the pressure of an upfront payment. Andy was satisfied with the outcome and opted for the local broker's services.
