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If it’s in the news and it relates to our services, clients and latest trends in Financial Planning, you’ll find it here.
Our experts are certainly not short of opinions and are always happy to share any new insights they have on all matters to do with your future financial wellbeing.


If you’d like to know more about any of the issues highlighted in these articles, just ask.

Five ways to reduce money stress
Views Keri Carter Views Keri Carter

Five ways to reduce money stress

Money is one of the most stressful things that we deal with on a day to day basis. We take a look at ways to cope with the stress and improve your finances. As always, don’t hesitate to contact us if you would like to discuss this in more detail.

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Coronavirus - Market Update
Views Keri Carter Views Keri Carter

Coronavirus - Market Update

There is no escaping this in the media at the moment. We hope that it will be resolved soon but the effect it has had on economy is going to take a while longer to rectify. Ben Johnson, Head of Regional Sales at Rathbones has provided us with this useful update.

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Broadway Bulletin - Spring 2020
News Keri Carter News Keri Carter

Broadway Bulletin - Spring 2020

Welcome to our Spring newsletter. Mind you, looking at the weather as I write this introduction, there’s nothing Spring like about it at the moment. Our hearts go out to all those poor people whose homes have been flooded and livelihoods affected by these terrible storms.

On a more positive note, there does seem to be an air of optimism about our business following the General Election and subsequent Brexit. Whether you voted to leave or remain, I think most people welcomed some resolution after such a long period of apathy. It certainly feels like the markets did!

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January Cash Recommendations Report
News Broadway Financial Planning News Broadway Financial Planning

January Cash Recommendations Report

In this report, we have set out a description of the types of personal deposit accounts available and the most up to date rates offered by banks and building societies.

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We did it!
News Keri Carter News Keri Carter

We did it!

On Friday 21st June, the BFP team walked from Cleeve Hill, Gloucestershire to Broadway Tower, Worcestershire following the Cotswold Way in aid of Pancreatic Cancer UK.

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What to do with a lump sum payment after divorce
Views Broadway Financial Planning Views Broadway Financial Planning

What to do with a lump sum payment after divorce

Lump sum payments are a useful way of obtaining a clean break, as it means no future financial ties between you and your ex-partner. The following points are important to consider if you are unsure as to what your options are.

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Considering divorce: what happens next?
Views Broadway Financial Planning Views Broadway Financial Planning

Considering divorce: what happens next?

For most, considering divorce is a very difficult decision to make.  If you are thinking about starting the process here are a few things that we suggest you should think about first:

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Tax Year End Planning 2019
Views Keri Carter Views Keri Carter

Tax Year End Planning 2019

With the end of the tax year just around the corner, we thought it would be helpful to remind you of some of the planning techniques used by us with clients to maximise tax allowances available. Whilst most of our clients will have already used these through the planning process, we’ve created a checklist of our top tax year-end planning opportunities to pass on to friends or family.

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5 questions to ask your employer about your pension
Views Rebecca Daly Views Rebecca Daly

5 questions to ask your employer about your pension

If you are already a part of a work place pension or if you’ve just started a new job, it’s a good idea to get a understanding of the scheme they are offering. We believe that the following questions are important and could make a significant difference to your pension.

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Brexit and Family Law
News Broadway Financial Planning News Broadway Financial Planning

Brexit and Family Law

For those whose marriage is sadly at an end and have associations with the EU either through residency or family ties, this article by Irwin Mitchell Solicitors makes some useful reading.

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Are you ready for retirement?
Views Keri Carter Views Keri Carter

Are you ready for retirement?

From our experience, working with clients allows us to prepare them for the monetary implications of retiring and know what their future looks like financially. Where it takes a little more planning is the emotional side of retirement – and this is an area often ignored.

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