Business Details
34 Years
experience
Trusted Financial Advisers in Brentwood
Broom Consultants has been delivering tailored financial advice for over 30 years, combining deep industry expertise with a commitment to personalized service. Our team of qualified professionals works collaboratively to address every aspect of financial planning, from mortgages and wealth management to retirement strategies and protection. As an employee-owned firm since 2023, we maintain independence from external providers, ensuring unbiased recommendations aligned with client goals. Our holistic approach considers both immediate needs and long-term aspirations, supported by strategic partnerships for specialized requirements.Recognized as finalists for Adviser Firm of the Year (South East) at the Professional Adviser Awards 2025, we prioritize building lifelong relationships through transparency, integrity, and continuous education. With offices in Brentwood, we serve clients across the UK, offering both in-person and remote consultations to accommodate diverse preferences.
Services
Financial Planning
Mortgage Advice
Retirement Planning
Wealth Management
Protection
Equity Release
Pension Solutions
Annuity Services
Cashflow Modelling
Legacy Planning
Details
- Year established: 1992
Highlights and features
- 30+ years of experience in comprehensive financial planning
- Employee-owned structure preserving client-focused values
- Independent advisory services with access to full market
- Award-recognised commitment to client-centric financial solutions
- Holistic approach combining technical expertise with personal understanding
Associations and certifications
- Financial Conduct Authority
What people say
Very professional service
Knowledgeable staff
Highly recommend
Methodical and patient
Excellent service
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve their life goals through effective money management. We analyze current financial situations, identify future needs, and develop comprehensive roadmaps covering investment strategies, tax efficiency, and risk management. With regular reviews and adjustments, we ensure plans evolve alongside clients' changing circumstances while maintaining compliance with regulatory standards.
Mortgage Advice
We provide expert mortgage advice tailored to individual circumstances, helping clients secure optimal home financing solutions. Our advisers compare thousands of products across the market to find competitive rates that match clients' financial profiles. From first-time buyers to complex cases, we guide clients through the entire process including remortgaging, buy-to-let, and specialist mortgages while explaining all associated costs and implications.
Retirement Planning
Our retirement planning service ensures clients can achieve financial independence in their later years. We assess current pension provisions, project future income needs, and develop strategies to bridge any gaps. Services include pension consolidation, drawdown planning, annuity selection, and tax-efficient withdrawal strategies. We also help clients understand state pension entitlements and coordinate retirement income sources for sustainable long-term financial security.
Wealth Management
Wealth management services focus on growing and preserving clients' assets through strategic investment planning. We create diversified portfolios aligned with risk tolerance and financial goals, regularly monitoring performance and rebalancing as needed. Our approach considers inheritance tax planning, intergenerational wealth transfer, and protection strategies to safeguard accumulated wealth against potential risks.
Protection
Our protection services ensure clients have appropriate financial safeguards against unforeseen circumstances. We assess individual needs to recommend suitable life insurance, critical illness cover, income protection, and health insurance solutions. We help clients understand policy features, exclusions, and claims processes while ensuring coverage amounts remain adequate as life circumstances change over time.
People
John Broom
Director and Financial Adviser
Founder of Broom Consultants with over 30 years' experience in financial services. Specialises in comprehensive financial planning and strategic advisory services for high-net-worth individuals.
Leanne Greenfield
HR Manager and Director
Responsible for human resources and operational management. Brings expertise in team development and organisational strategy to support the firm's growth and employee welfare.
Darren Henry
Chief Financial Officer and Board Director
Oversees financial operations and strategic planning. Provides leadership in financial management and regulatory compliance across the organisation.
Andy Johnson
Financial Adviser and Board Director
Experienced financial adviser with specialist knowledge in retirement planning and investment strategies. Contributes strategic insights as board member.
Elaine Crispin
Administrator
Supports client services through efficient administrative processes. Ensures smooth operational workflow and client documentation management.
Questions
What financial services do you offer?
We provide comprehensive financial advice including mortgages, retirement planning, wealth management, protection, equity release, pension solutions, and cashflow modelling tailored to individual circumstances.
Are you an independent financial adviser?
Yes, we are fully independent and not tied to any providers, allowing us to offer unbiased solutions from across the entire market to best meet your needs.
How do you charge for your services?
Our fees are transparent and vary depending on service complexity. We provide clear cost breakdowns during initial consultations, with no hidden charges or unexpected costs.
Can you help with mortgage applications?
Yes, our specialist mortgage advisers compare thousands of products to find competitive rates suited to your financial situation, including first-time buyer, remortgage, and buy-to-let options.
How often should I review my financial plan?
We recommend annual reviews to ensure your plan remains aligned with changing circumstances, though we're available for consultations whenever significant life events occur.
Are you regulated by any official body?
We are authorised and regulated by the Financial Conduct Authority (FCA) and entered on the Financial Services Register under reference 424217.
Reviews (6)
Vikash Patel
Aug 16, 2020
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Great company, Great advisers. I would definitely recommend Jeff Watson to everyone looking to structure their financial affairs.
Supreme All-Clean
Dec 30, 2019
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Sally at Broom Consultants is very passionate about improving her clients financial situation by offering them sound financial advise. I would not hesitate to recommend her.
The Arlington Ballroom
Oct 24, 2019
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Sally at Broom Consultants is very enthusiastic about getting the right products for her clients and offers a great service.
Marie Crone
Aug 29, 2019
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Independent, honest advice. Just pop in for a chat and you'll wonder why you hadn't done it sooner. Highly recommend.
Peter Fisher
Nov 08, 2018
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Sally and her team are true professionals. There is nothing that Sally doesn't know about your investments and insurances. I would highly recommend her and Broom.
Dwight Breley
Jun 23, 2018
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I have recently been working with Sally at Broom Consultants who has advised me on pensions and an ISA for retirement savings. Sally has the heart of a teacher and takes her time explaining all the option and what they mean. I would highly recommend Sally and the team at Broom Consultants.
