Skip Navigation

Home

Welcome to Broadgate Financial Services - Independent Financial Adviser (IFA) services in Billingham, Stockton, Yarm, Middlesbrough, Darlington and Cleveland.

Broadgate Financial Services is an Independent Financial Adviser, (IFA), based in Stockton, providing sound financial advice to personal and corporate clients throughout the North East. Our main areas of operation are: Middlesbrough, Stockton, Yarm, Billingham, Darlington and Cleveland. Enquiries from other areas are welcome.

We have built up an excellent reputation for providing high quality, face-to-face financial advice on all aspects of personal and commercial finance, our investment in the most up to date technology and industry software ensures we are in the best position to deliver the highest level of financial advice for our clients.

We work with individuals, families and business owners, delivering the same level of exceptional care throughout.  By working with our clients’ other professional advisers, like their accountant and solicitor, we provide an integrated, coherent service to find the best financial solutions.

Through a combination of exploiting modern technology and our many years of experience, we provide bespoke, well researched and up to date financial advice.

Authorised by the Financial Services Authority (FSA), we can advise on a wide range of services, including:

  •  Mortgages - Purchases, Re-mortgages, Buy-to-Let Mortgages, Commercial etc.
  •  Protection - Life Assurance, Critical Illness cover, Income Protection
  •  Investments & Savings - ISA's, Bonds, Unit Trusts, Tax Planning etc.
  •  Pensions - Pension Advisers, Personal Pension Advice, Group & Directors etc.
  •  General Insurance - Buildings & Contents, Travel, Motor, A.S.U. etc.

Contact us today on 01642 361800
for a personal consultation with an experienced adviser.
All initial consultations are free of charge and without obligation
 


The Financial Services Authority does not regulate Tax Planning, Bridging Finance, Will Writing and some forms of Mortgates.
The Guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such information may be used to provide you with details of services and products in writing, by email or by telephone.
 



Broadgate Financial Services - Independent Financial Advice Broadgate Financial Services - Long Term Planning
Broadgate Financial Services is registered with the Financial Services Authority
Registered Office: Broadgate House, 23a The Green, Billingham, Cleveland, TS23 1ES. Company Number: 441173
Back to Top