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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.