Broughton House Capital Planning
Broughton House
16 High Street

01273 478697

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Our Services

Please read through a copy of our Client Agreement Form, Costs of our Services Form and Valued Service Proposition Form. Our Client Agreement Form and Cost of our Services Form provide a detailed view of our terms of business. Our Valued Service Proposition Form sets out our financial planning process and also details our different on-going service levels available for you to choose from and what services are available under each level.

The below questions are all relevant to different areas of financial advice whereby we believe we can help by working together to achieve your objectives/goals.

  • Pension Planning
  • When do you want to retire and how much income will you need?
  • Will you be able to afford to retire?
  • Does your existing Pension Plan meet your requirements?
  • Life Assurance
  • How much cash would your family need to maintain their current lifestyle on your death?
  • Do you have an outstanding mortgage liability or other debts? Again what would happen on your death?
  • Income Protection
  • How much regular income or alternatively a cash sum would you need if you suffered a serious illness or disability?
  • Investments/Regular Savings
  • Are you making the best use of any spare capital or surplus income?
  • Are you utilising tax efficient methods with your investments and regular savings?
  • Mortgages
  • When do you want to retire and how much income will you need?
  • Is your mortgage due to be paid off before your intended retirement date?