Raymond Broomfield

I am proud to provide fully independent, impartial financial planning advice to my clients. I will always take the time to understand your circumstances, aspirations and financial planning objectives before helping you plan and achieve your goals. The areas I specialise in are: • Investment and Savings Advice • Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement' • Personal Protection • Inheritance Tax Planning All of my initial meetings are strictly on a "no fee, no obligation" basis. Before engaging in any work, I ensure that all of my clients fully understand what we are doing; why we are doing it and what all of the associated charges are (when applicable). I provide the full range of independent financial advisory services and I am proud to say that AFH is also one of a select number of firms that have been afforded discretionary power by the FCA. This allows us to be more proactive with the day to day management of your investments. Of equal importance, I also provide a comprehensive ongoing review service to clients to ensure that any changes in legislation or client circumstances are identified and planned for as soon as possible. My overall goal with all my clients is to give honest, trustworthy advice and simplify any complex problems with easily understood solutions. I have been in the financial services for over 25 years, giving quality financial advice both here in the UK as well as spending nearly 7-years in Jersey providing international clients offshore financial advice. I enjoy spending time with my family out walking and cycling. Having grown up and always having lived on the coast, as well as my 7 years in Jersey, I love the sea. Whether that be sailing, days on the beach, exploring the coast or visiting seaside towns, I love to be on or close to the sea.