Client Confidence
Administration
At Broom Consultants Limited the emphasis is strongly focused on providing the highest level of service. To this end we have endeavoured to employ staff that have a vast amount of experience in the financial services sector, with qualifications that allow them to understand what we are trying to achieve, for our clients and as a company. We have invested heavily in technology and employ what is considered the industries most up to date and efficient paperless computer and administration system. We have access to various analytical data allowing us to accurately obtain any desired reports and information.
We genuinely believe that by employing the right people and supplying them with the greatest possible back up the information and advice that we provide will be of the highest standard.
We also believe that this should always be a developing area. As a company we want to make sure that as new technology and information become available we are in the best position to make use of them.
We believe that we cannot afford to offer a service level at anything below the high standards outlined above.
The question is?? Can you afford to accept service levels of anything less?
Compliance
Broom Consultants Ltd is committed to providing a service to clients that complies with the requirements of the FSA, thus ensuring both the continued integrity of our Company and a compliant culture that serves the needs of our clients.
Back up Services
Over the 15 years of providing Independant Financial Advice we have realised that utilising the services of other professional organisations in our quest to provide the best possible advice is key. To this end Brrom Consultants has linked up with many of the countries leading companies in the areas of Accounting, Law and Estate Planning as well as having access to specialist trust and tax consultants. We have found that in certain circumstances a master mind alliance where the intricases of a particular case are discussed and considered produces Imaginative recommendations that exceed the expectation of our clients.
We have also made sure that the Information and Technology supporting the company is the most up to date and bespoke available to the Financial Services Industry. By Utilising the 1st System we can gain access to our clients information anytime, anywhere. This is a facility that enables us to be fully updated on a clients circumstances immediately new information becomes available. We also realise that you cannot sit on your laurels, with an ever evolving industry we make sure that Broom Consultants is endeavouring to lead the field in forward thinking and infurstructure development.
FSA Regulated
Broom Consultants Limited is authorised and regulated by the Financial Services Authority FSA No. 424217.
Introducers
Why Introduce to Broom Consultants?
We believe that we have the knowledge and the ability to be able to enhance the all ready excellent level of advice and service that you provide your clients.
We have found that there are times when the advice of an Independent Financial Advisor is needed to further enhance a client’s financial position. This maybe in relation to taxation (personal taxation, capital gains tax or Inheritance tax), or it may relate to a new mortgage or business development. In these and other areas we believe that our experience and knowledge together with our professional work ethic make Broom Consultants a company that you as well as your clients will be pleased to work with.
This is however a symbiotic partnership, and as I am sure you are aware there will many opportunities where our clients could benefit from your expertise. To this end we will be in a position to make referrals to you.
We see the building of professional partners as an integral part of the development of Broom Consultants, we are therefore confident that given the opportunity we will provide expert financial assistance in a timely professional manner as and when required.