Broom Consultants Ltd

17/06/2026

💭 Money worries can affect every part of our lives, but financial planning isn’t just about numbers, it’s about creating clarity, confidence, and peace of mind.

A good financial plan can help you:
✔️ Gain a clearer understanding of your finances
✔️ Set realistic goals and priorities
✔️ Prepare for life’s unexpected events
✔️ Build confidence in your future decisions
✔️ Reduce uncertainty around retirement and other major milestones

Taking control of your finances can help reduce stress and give you greater confidence about the future.

Read our latest article: 7 ways financial planning could help you reduce stress. https://www.broomconsultants.com/7-ways-financial-planning-could-help-you-reduce-stress/

Please note: This post is for general information only and does not constitute financial advice. The value of investments and any income from them can fall as well as rise, and you may not get back the full amount invested. Past performance is not a reliable indicator of future performance. Financial planning should be considered in the context of your personal circumstances.

11/06/2026

Have you thought about how you would fund care later in life if you ever needed it?

While retirement planning often focuses on enjoying your wealth and achieving your goals, it's equally important to consider the potential cost of later-life care and the impact it could have on your finances and your family.

Our latest guide explores:

✔️ The different care options available
✔️ The costs you could expect
✔️ Ways to fund care
✔️ The role your family may play
✔️ How later-life care can form part of your financial plan

Download your copy here: https://www.broomconsultants.com/guide-your-guide-to-planning-for-later-life-care/

Planning ahead today could help provide greater peace of mind for tomorrow.

Please note: This guide is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing (May 2026) and is subject to change in the future.

While it’s impossible to know what life has in store, longer life expectancies and rising expenses mean care costs now form an essential area of financial planning. Download our useful guide to find out what you need to know about planning for later-life care.

03/06/2026

🏡 Is your mortgage deal coming to an end?

Before rushing into a new deal, it pays to take a closer look at your finances. A mortgage review isn't just about finding the lowest interest rate, it's an opportunity to make sure your mortgage still fits your goals and circumstances.

Here are just a few of the key numbers worth checking:
✔️ Your current mortgage balance
✔️ The value of your home
✔️ Your loan-to-value (LTV) ratio
✔️ Your monthly budget and outgoings
✔️ Any overpayments you've made

Taking the time to review these figures could help you secure a more suitable deal and potentially save money over the long term.

Read our latest blog to discover the 7 key numbers you should check before your mortgage deal expires:

Read the full article here - https://www.broomconsultants.com/7-key-numbers-you-should-check-before-your-mortgage-deal-expires/

If your mortgage deal is due to end in the next 6–12 months, we'd be happy to help you explore your options.



Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing and is subject to change in the future.

Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

When your mortgage deal expires, rather than diving straight into finding a new deal, take some time to review key numbers first, such as the value of your home and your remaining term.

28/05/2026

Cutest company review to date 💙

27/05/2026

✨ Big dreams don’t just happen overnight.

While long-term plans like retirement are important, it’s often the medium-term goals, buying a home, planning a wedding, travelling, or supporting your family, that shape the life you want to live in the next few years.

The challenge? Balancing these goals alongside everyday spending and long-term financial planning.

In our latest article, we explore:
✔️ What medium-term financial goals are
✔️ Why they deserve just as much attention as long-term planning
✔️ Options that could help you grow your savings more effectively
✔️ How a financial plan can help you balance competing priorities

Taking the time to plan today could help you feel more confident about tomorrow.

Read more here:
https://www.broomconsultants.com/balancing-your-goals-how-to-manage-your-medium-term-goals/

Please note:
The value of investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future performance. Financial planning and investment advice should be tailored to your individual circumstances.

It can be easy to overlook medium-term goals when reviewing long-term plans. Yet, they’re often important for your wellbeing. Find out how you might manage your medium-term goals.

23/05/2026

20/05/2026

Living longer is something many of us aspire to, but have you considered what it really means for your finances, lifestyle, and retirement plans?

Our latest guide explores how to prepare financially and emotionally for a potentially longer life, including:
✔️ Retirement income planning
✔️ Later-life care considerations
✔️ Health and wellbeing
✔️ Leaving a legacy for loved ones

Planning ahead today can help provide greater confidence and flexibility for the future.

Read the full guide here:
www.broomconsultants.com/guide-how-to-plan-for-a-100-year-life



The Financial Conduct Authority does not regulate estate planning, tax planning or cashflow planning. The value of investments can go down as well as up and you may not get back the full amount invested. Tax treatment depends on individual circumstances and may be subject to change in the future.

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.

18/05/2026

We were proud to support the annual golf day for Future Youth Zone recently.

Jeff has proudly been a patron of the charity for many years and, with the help of his compering and auctioneering skills, over £21,000 was raised to support the fantastic work the charity continues to do for young people in our community.

To find out more about the charity and the amazing impact they make, please visit their website: https://www.futureyouthzone.org/

13/05/2026

Retirement planning doesn’t stop when you stop working.

The way you manage your pension withdrawals can have a significant impact on your long-term financial security and the lifestyle you enjoy throughout retirement. Careful planning may help you balance income needs, manage tax efficiently and protect your pension from market fluctuations.

In our latest article, we explore why pension withdrawal strategies matter and what you should consider when planning for the future.

Read more here: https://www.broomconsultants.com/the-importance-of-managing-your-pension-withdrawals-to-protect-your-retirement-lifestyle/

Please note: The value of pensions and investments can fall as well as rise and may be worth less than originally invested. Pension and tax rules can change and benefits will depend on your individual circumstances. This information is for general guidance only and does not constitute financial advice.

08/05/2026

We are absolutely over the moon to share that Broom Consultants WON the Client Trust award at the 2026 Client Experience Awards! 🏆

On top of that, we were also Highly Commended for:

⭐ Client Care
⭐ Client Impact

To be recognised in all three categories against some incredibly strong firms is something we are hugely proud of.

The evening was a fantastic celebration of firms across the profession who truly put their clients first, and it was great to spend time with so many passionate people dedicated to delivering outstanding client experiences.

A massive thank you to our amazing clients for the trust you place in us every day, and to our brilliant team whose hard work, care, and dedication make achievements like this possible. These awards mean so much because they reflect the relationships we build and the support we provide to our clients.