David Broadbent
CeMAP, Dip PFS
I advise clients in invaluable long term financial planning strategies. I regard regular meetings as an integral service to update and review client financial planning goals and aspirations.
About
I have worked within the Financial Services all of my working life beginning in 1978 as a Mortgage Administrator at the Head Office of Bradford & Bingley Building Society where I secured well rounded knowledge of all aspects of Mortgage Lending and Administration.
Ten years later I become a Branch Manager at Skipton Building Society and ran various Branches within the West Yorkshire area. During my time with Skipton Building Society I provided mortgage advice to customers and developed many local professional contacts who passed mortgage business to myself. Whilst in this role I successfully passed my FPC exams and, whilst tied with Legal & General and then Aviva, I also provided full financial planning advice to Building Society customers for Investments, Pensions and Protection in addition to mortgages and Branch management.
In 1998 I moved to Aviva where I provided financial advice to customers within various Leeds & Holbeck Branches in the West Yorkshire area and later Nottingham Building Society in South Yorkshire and Derbyshire. Advice was mostly investment and protection based and I helped numerous customers achieve their goals.
After a period of self-employment within a family IFA business I re-joined Leeds Building Society providing financial advice to customers within a number of their Branches, originally tied to Aviva but more recently with Legal & General. I have built trusted relationships with my customers over many years.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients ensures I am able offer a rounded, professional and principled service.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of my business, I play 5 a side football each week and enjoy all sports. I now have 6 grandchildren and enjoy family life.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
