Broadgate Financial Management - Billingham

Address: 23 The Grn, Stockton-on-Tees, Billingham TS23 1ES, United Kingdom.
Phone: 1642688344.

Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Toilet.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Broadgate Financial Management

☎️1642688344

⏰ Open Hours of Broadgate Financial Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Broadgate Financial Management

Broadgate Financial Management, located at 23 The Grn, Stockton-on-Tees, Billingham TS23 1ES, United Kingdom, stands out as a reputable financial planning service. With a phone number 1642688344 readily available, it ensures easy access for potential clients seeking advice and guidance on their financial matters. The company's website, although not directly provided, offers a wealth of information for those interested in understanding more about their services and expertise.

Key Features and Services

Broadgate Financial Management specializes in providing personalized financial planning services. The company prides itself on having a dedicated financial planner who not only addresses pension-related inquiries but also extends assistance with various other financial concerns as they arise. This tailored approach ensures clients receive comprehensive support, making it easier for them to manage their financial futures confidently.

Accessibility and Facilities

For those with mobility needs, Broadgate Financial Management offers a wheelchair-accessible car park and restroom facilities, demonstrating its commitment to inclusivity. These amenities ensure that all clients, regardless of their physical abilities, can visit the office comfortably and without hassle.

Client Reviews and Satisfaction

The company boasts an impressive average opinion of 4.5 out of 5 based on 22 reviews on Google My Business. Many reviews highlight the exceptional service provided by James, a key figure at Broadgate, who is described as helpful, informative, and friendly. Clients appreciate not only his expertise in pension matters but also his willingness to assist with other financial issues that come up. This level of personalized service contributes significantly to the high satisfaction ratings, indicating that clients feel well-supported and valued.

Recommendations for Prospective Clients

For anyone considering engaging with Broadgate Financial Management, it's advisable to prepare a list of specific financial questions or concerns to discuss with the financial planner. Given the personalized nature of their services, being prepared can maximize the benefit you gain from your consultation. Additionally, leveraging the company's accessibility features is recommended for those who need them. The staff's friendly and informative approach, as noted in several reviews, promises a smooth and informative experience. With such a high level of customer satisfaction, clients can expect professional guidance tailored to their individual financial situations, making Broadgate Financial Management a trusted choice in the UK financial planning sector.

This summary encapsulates the essence of Broadgate Financial Management, highlighting its key features, client satisfaction, and the importance of preparation when seeking financial advice. The company's commitment to accessibility and personalized service sets it apart, ensuring that clients receive not just financial advice but also a supportive experience throughout their financial journey.

👍 Reviews of Broadgate Financial Management

Broadgate Financial Management - Billingham

Stu B.

5/5

Dealt with James quite a few times in the last year or so and have been very happy with every aspect of our interactions also he is always helpful, informative and friendly. In addition to my pension questions or issues has gone out of his way to help me with other financial issues as and when they arrive, wouldn't hesitate to get in touch should I need to!

alan K.

5/5

James Downing was the second financial adviser I used to sort my pension out, First one I told not to come back, so was hesitant about, once again meeting with an adviser, after my bad experience.
did not need to worry James explained everything in a manner I understood and correspondence was spot on even when I kept bombarding him with questions, he explained everything and discussed in depth, feel I could open my own financial advisory service now ., would 100% recommended his services

Michaela R.

5/5

Upon realising I required advice on my pension and other potential investments (in 2017), I decided to speak to James Downing at Broadgate Financial Management. He was extremely helpful, detailed all the stages of the advice process and suggested I come in for a full financial review to understand my circumstances. During the review, James ran through a number of things from my current income/expenditure to my attitude to risk and capacity for loss, then clearly explained what the suggested outcome was for my finances. He offered me the option of either an ad hoc advice process, or an ongoing advice process - I chose the latter. As a result of this I can speak to James whenever I have any queries about my finances or have a change in my circumstances. I also receive annual reviews, information on how my portfolio is performing and more frequent (quarterly) market updates. Since investing my money with James I have increased the amount in my pension (by way of growth) and have reviewed my circumstances twice. I would not be in the position I was without James and his services and can highly recommend him to anyone who requires a competent and extremely helpful financial adviser. Thank you James!!

Adele W.

5/5

James is a knowledgeable expert in the field of financial advice. He is the first person I would approach for any pension or investment advice. He has a great demeanour and is friendly and approachable either in person or over the phone/email. He will go out of his way to provide you with tailored, objective advice and no question is too simplistic.

Graham W.

5/5

I have been advised by James for the last year in relation to my pensions. James has kept me informed right through this process with clear and understandable advice with little jargon. I will never be a pension expert however with James's continual expertise I feel confident my pension is under control and being professionally managed.

darren T.

5/5

Had to move my pension. James from Broadgate financial got in contact with me. Very pleasant on the phone, give me enough info to agree to face to face meating. Agreed to move my pension under his care, did not feel pressured or pushed into it either. Since moving. I get quarterly reviews and calls from James in between with up to date and factual info especially with BREXIT... excellent company and would recommend to anyone.

Rudi W.

1/5

wanted some information about possible financial investments and made a google search as one does. The site Local-financial-advisor came up amongst others and I filled out their form. I got a text message telling me that a James Downing of Broadgate Financial Management would be in touch.. He called this morning and asked me what I was looking for. I replied that I had no idea as I do not know the financial market and was looking for advice. He said that I could invest into Isas, bonds, pension scheme and other tax rebate schemes but if I do not want there was no need for an advisor.... I told him that I was none the wiser, thanked him for his time and advise and hang up. I hate it when people speak at me.

Funny till my review there were none about James. He called me to ask if I were available to talk and when I confirmed he told me that I mis-represented our conversation. Not we started on the wrong footing or we got our wires crossed... what a strange way to address an issue. Anyone interested in helping me invest £30,000.00?

Ken C.

5/5

Both my wife and I have received excellent financial advice from James for about 2 years now and have found him professional, approachable and friendly. He always takes time to explain things thoroughly and we have complete confidence in his abilities as our financial advisor.