Business Details
Trusted Financial Advisers in Forest Row
Bromige Limited Financial has been delivering tailored financial advice since the 1980s, specialising in investments, pensions, and protection. Our approach prioritises understanding clients' personal aspirations to create financial strategies that align with their ethical values and life goals. We focus on simplifying complex financial decisions through a four-step process designed to build confidence and clarity.Our team combines decades of industry experience with a commitment to ethical investment practices, ensuring clients receive transparent, compliant, and client-centric solutions. We work closely with compliance partners to maintain the highest regulatory standards while empowering clients to make informed decisions about their financial future.
Services
Financial Planning
Ethical Investment Advice
Pension Schemes Management
Life Assurance Protection
Compliance Consulting
Highlights and features
- We offer 40+ years of experience in ethical financial planning
- Our four-step process ensures complete financial clarity
- We provide FCA-regulated compliance and transparency
- Our team includes specialists in pensions and investment management
- We prioritise client education and informed decision-making
Associations and certifications
- Financial Conduct Authority
What people say
Careful and patient explanations
Confident decisions made
Help and guidance received
Content with decisions
Good humour contributed
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to maximise your wealth while aligning with personal goals. Using advanced forecasting tools, we analyse your current financial position and develop actionable plans to achieve long-term security. Our approach focuses on simplifying complex decisions through transparent communication and ethical investment options.
Ethical Investment Advice
We specialise in creating investment portfolios that reflect your ethical values without compromising returns. Our team works with external investment committees to ensure diversified, market-responsive solutions. Clients receive regular portfolio reviews and risk assessments to maintain alignment with both financial objectives and personal principles.
Pension Schemes Management
Our pension management service handles auto-enrolment requirements and optimises retirement savings strategies. We provide expert guidance on pension consolidation, tax efficiency, and lifetime allowance management. Clients benefit from ongoing support to ensure their retirement plans adapt to changing regulations and personal circumstances.
Life Assurance Protection
We offer tailored life assurance solutions to protect your family and business interests. Our approach evaluates individual needs to determine appropriate coverage levels and policy structures. Clients receive regular reviews to ensure protection remains adequate as life circumstances evolve.
Compliance Consulting
Partnering with Millen Compliance Ltd, we maintain strict adherence to FCA regulations while enhancing client trust. Our compliance framework ensures all recommendations meet rigorous standards through continuous monitoring and documentation. This partnership strengthens our ability to deliver reliable, legally sound financial advice.
People
Alex Colville
Financial Planner / Director
Alex Colville, a director since 2012, specialises in transformative financial planning. With expertise in ethical investments, he helps clients understand complex financial situations. Married with three children, he enjoys golf and cricket coaching.
Rob Peters
Pension Schemes Manager
Rob Peters manages pension schemes with 35+ years' banking experience. A qualified football referee, he brings organisational expertise to auto-enrolment compliance. Lives in Edenbridge with family and enjoys gardening and sports.
Susan Hughes
Office Manager
Susan Hughes, with 25+ years' office management experience, joined in 2015. She ensures operational efficiency while pursuing global travel adventures with her husband, bringing international perspective to client interactions.
Rob Knight
Paraplanner
Rob Knight, a 2020 joiner, supports client services through paraplanning expertise. Leveraging credit resolution experience, he assists Alex Colville in delivering quality advice while pursuing professional development in financial planning.
Questions
What financial services do you specialise in?
We specialise in ethical investment advice, pension schemes management, life assurance protection, and comprehensive financial planning tailored to individual client needs.
How do you ensure ethical investment options?
We collaborate with investment committees to create diversified portfolios aligned with client values, providing regular reviews to maintain ethical and financial integrity.
What is your financial planning process?
Our four-step process involves understanding client goals, analysing financial situations, developing tailored solutions, and providing ongoing support to maintain plan effectiveness.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference number 462518, ensuring compliance with industry standards.
How do you handle client complaints?
We resolve complaints internally first, with unresolved issues referred to the Financial Ombudsman Service for independent resolution as required by FCA regulations.
Can I get help with pension planning?
Yes, our pension specialists manage auto-enrolment schemes and provide tailored retirement planning advice to optimise savings and tax efficiency.
