Overview

Bromwich Financial Planning Limited (bfp) was founded in 1991 with the aim of providing bespoke, independent financial advice grounded within a strong client relationship.

As ‘financial architects’ we believe that strong client relationships are a solid foundation when building a co-ordinated financial structure for clients.

A direct measure of our commitment to building strong client relationships is the fact that all of our clients came to us, purely as a result of word of mouth.

In fact, it is a no small matter of pride that we do not really advertise our services as all of our clients are referred to us by either our existing clients or through our close relationships with Solicitor and Accountancy firms.

Our Team

At bfp we believe that our people are the key to our success and we are lucky to be able to work as a close knit team.

Working closely alongside your financial architect is our client services team. This team is the engine room of the business and are dedicated to delivering you a high quality service at all times.

Nigel Bromwich

Managing Director

Nigel has over 30 years’ experience in the financial services industry and founded bfp over 25 years ago, and is responsible for  the strategic development and vision of the business.

Nigel’s real passion is in helping clients achieve their financial objectives in a straightforward and uncomplicated manner.

Nigel likes to keep fit, including cycling and running, as well as enjoying the relaxation benefits of yoga. Nigel’s real sporting passion is rugby, but now only as a keen supporter.


Telephone:01858 419700

Email:nigel@bromwichfinancial.co.uk

Paula Lee

Client Relationship Manager

Paula has worked for Bromwich Financial Planning since 2011 and has been in the Financial Services Industry for over 20 years and supports the high quality service bfp provides to clients.

As well as undertaking technical aspects of research, Paula welcomes the opportunity to make everything as straightforward for clients as possible. Paula loves the family feel of the company, as well as the team ethic and how the service is so seamless.

Outside of work, she is a keen animal lover, particularly dogs and supports various rescue centers, including one in Morocco.


Telephone:01858 419700

Email:paula@bromwichfinancial.co.uk

Rebecca Coleman

Client Relationship Manager

Becca joined Bromwich Financial Planning in 2003 after gaining experience at a national insurance company and has been working in financial services since 1989.

Becca supports the high quality service bfp provides to clients and enjoys the flexibility and variety of her role and the opportunity to make a difference through her work and maintains the humor in the office.

Outside of work, Becca likes to spend time reading, socialising with friends and having spa days.


Telephone:01858 419700

Email:becca@bromwichfinancial.co.uk

Caroline Walker

Operations Manager

Caroline joined Bromwich Financial Planning in 2013 and has 8 years’ experience in Financial Services.  As bfp‘s Operations Manager she is responsible for all the support functions to the business and service delivery to our clients.

Caroline loves the calm working environment at bfp and being part of the team that offers a high quality service. She’s very highly organised and ensures the client management and the business run efficiently.

When not at work Caroline loves spending time with her young family and dining out with friends.


Telephone:01858 419700

Email:caroline@bromwichfinancial.co.uk