Why choose Jonny
A good place to start is ‘why did Jonny chose to work with Broadland Consultants and not someone else?’
Broadland Consultants Ltd is a firm of Independent Financial Advisors based in the heart of Norfolk, who have been servicing client’s financial needs for over 25 years.
Having worked in the financial services industry for over 14 years, Jonny was aware of Broadland Consultants and how they deal with & treat their clients, so when the opportunity arose to be part of a company that holds the same values as he does, the choice was simple.
Jonny and Broadland Consultants are both Appointed Representatives of Sanlam Partnership Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). We both have the quality of our work regularly reviewed by Sanlam Partnerships Ltd to ensure our independent advice continues to meet all the regulatory requirements.
Jonny is an Independent Mortgage and Protection adviser. That means putting a plan in place to deliver your financial objectives, for your mortgage and protection needs.
Of course, that means firstly spending time identifying those objectives, something which can be surprisingly hard to do.
We strongly believe in the benefits of independent Mortgage and Protection advice and know our clients feel the same. Most of our work involves careful preparation of financial plans. Our independence means we can select the most appropriate product and provider for your circumstances.
- Straight talking & approachable
Wherever you want to get to, you’ll need a plan. It doesn’t have to be complicated and may actually be very simple, but we think it’s important that you know what you are being advised to do, understand why you are being advised to take a particular course of action & have confidence and trust in the person advising you. You will find Jonny to be ‘professionally informal’ no stuffiness or formality, but nevertheless, a determination to get the job done.
Jonny works with clients of whom many are close to where they lives & works. Our clients tell us that being local to them is a key benefit to working with us; it means we can be more reactive and often meet at short-notice if the need arises.
- Evidence-based decisions
Your financial future is too important to base on anything other than the available evidence. As strange as it sounds, many advisers don’t use all the available evidence, or the most up-to-date and sophisticated tools when planning your financial future. Our evidence-based approach gives you the confidence to make tough decisions.
Knowing Norfolk as we do, we know that reputation is hard won. Our friendly approach means that our clients will never feel pressured to make a financial decision. Our relationship is a partnership, indeed one which often develops into a friendship, to help you to attain your financial goals.
If that’s the type of service you’re looking for, then you’ve come to the right place.