4, MK46 5HB
1 adviser
FCA Number: 1054246
Retirement Planning Inheritance Tax Planning Pension planningWe 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.