John Brenchley
9.9
out of 10
4 verified reviews on
We are Independent Financial Planners specialising in generational wealth transfer for families with vulnerable & SEND children.
My focus is driven by lived experience. Married for over twenty years with a teenage autistic son, I know standard advice often ignores the complexities we face, such as funding our child's life when we are not around. We built Broadshield t to provide the exact financial guidance my family needed. I am proud (& a little sad) to be the only financial adviser on the National Autistic Society directory.
With more than 25 years as a senior business executive, I am equally comfortable with business owners to ensure they have the structural safety nets in place to survive various storms.
Whether securing a vulnerable child's future or protecting your life's work for you & the next generation, our role is to cut through complexity & provide absolute financial clarity.
I advise on
Retirement Planning
Inheritance Tax Planning
Pension planning
SEND planning
Wealth Transfer
Investment Planning
Cash Flow Modelling
Multi Generational Cash Flow Modelling
Retirement Cash Flow Modelling
Trust Cash Flow Modelling
Intergenerational Wealth Transfer
Estate Planning
Trust Creation and Management
Legacy Planning
Family Wealth Preservation
Business Protection Insurance
Key Person Insurance
Shareholder Protection
Partnership Protection
Relevant Life Policies
Business Exit Strategies
Business Succession Planning
Mergers and Acquisitions Financial Planning
Corporate Financial Planning
Director Pension Planning
Ethical and ESG Investing
Special Needs Trust Planning
Disabled Persons Trusts
Vulnerable Persons Trusts
Financial Planning for Vulnerable Adults
Financial Planning for Autistic Children
Care Fee Planning
Care Cost Modelling
Disability Benefit Planning
Court of Protection Financial Planning
Appointeeship and Deputyship Advice
Financial Planning for Vulnerable Children
Accreditations
Level 4 Diploma in Financial Planning
Executive Master of Business Administration (eMBA)
Consumer Duty scores
Products and Services
9.8
/ 10
Based on 4 responses
Price and Value
9.8
/ 10
Based on 4 responses
Consumer Understanding
10
/ 10
Based on 4 responses
Consumer Support
10
/ 10
Based on 4 responses
Last updated 19 September 2026
Speak with John Brenchley
To discuss your enquiry with John Brenchley, we recommend messaging them by clicking the button below.