Broughton Wilkins Partnership Ltd

The Broughton Wilkins Partnership is a leading independent financial planning firm based in Chelmsford, Essex. Established in 2000, we provide tailored financial advice to individuals, businesses, trusts, and the representatives of those receiving Long Term Care.

Our Commitment

We believe that everyone deserves access to clear, reliable, and honest financial guidance. Our mission is to empower our clients to make informed financial decisions for the future. We achieve this through:

• Independence: We are not linked to any banks or other financial institutions, allowing us to provide unbiased advice.
• Integrity: We operate with the highest ethical standards, adhering to strict industry regulations.
• Client-centricity: We take the time to understand your individual needs and goals.
• Transparency: We provide clear and concise explanations of our processes and fees.

Private Clients

• Investment planning and portfolio management
• Retirement planning
• Tax planning and inheritance strategies
• Estate planning and trusts
• Financial health assessment and budgeting

Corporate Clients

• Corporate pension planning and investment
• Employee benefits consulting
• Business succession and continuity planning
• Financial risk management

Long Term Care Trusts

• Advice on establishing and managing trusts for individuals receiving Long Term Care
• Financial planning specifically tailored to your circumstances
• Assistance with Care Home fees planning

Why Choose Independent Advice?

By choosing independent financial advice, you benefit from:

• Objectivity: We are not motivated by any financial incentives from product providers.
• Tailored solutions: Our recommendations are based on your unique needs and goals.
• Transparency: We provide clear explanations and cost estimates upfront.

Meet the Team

Our experienced and qualified advisors, Adrian Broughton and Diane Wilkins, have over 60 years of combined experience in the financial services industry. They are dedicated to providing personalized guidance and compassionate support to every client.

Contact Us Today

If you are seeking experienced and independent financial guidance, contact The Broughton Wilkins Partnership today to schedule a consultation.