Financial ServicesOlney

Broadshield Solutions

Verified local

Broadshield Solutions provides independent financial advice on pensions, investments, retirement and protection, helping individuals, families and business owners make informed decisions. Recommendations draw on a whole-of-market approach shaped around your circumstances and goals. I specialise in financial planning for families with vulnerable children or children with special educational needs and disabilities (SEND). As a SEND parent myself, I understand the question behind many families’ plans: “How will my child be supported when I’m no longer here?” I help parents and grandparents explore tax-efficient ways to pass on wealth, considering their child’s future support needs, means-tested benefits as well as their own retirement. Whether you need straightforward financial advice or a more complex family legacy plan, you’ll receive personal attention, plain-English explanations, and a clear way forward. Get in touch to arrange an introductory conversation. Tax treatment depends on individual circumstances and may change.

"Specialist independent financial planning for families with complex needs, vulnerable children and SEND dependants. Founded by a SEND parent, Broadshield helps you plan for your own future while exploring tax-efficient ways to provide for your child when you’re no longer here."