Business Details
Your Trusted Partner for Ethical Financial Planning
Bromige Limited Financial has been delivering expert financial advice since the 1980s, establishing itself as a trusted authority in ethical investment. Our approach prioritises understanding clients' personal aspirations to create tailored financial strategies that align with their values. With a team of seasoned professionals, including certified financial planners and pension specialists, we combine decades of industry experience with cutting-edge forecasting tools to provide actionable insights. Our four-step process ensures complete transparency, empowering clients to make informed decisions about their financial future. We maintain rigorous compliance standards through partnerships with leading regulatory consultants, guaranteeing adherence to FCA regulations while maintaining a client-first ethos. Through continuous portfolio reviews and market monitoring, we ensure our clients' assets remain strategically positioned to achieve long-term goals.
Services
Financial Planning
Pension Advice
Investment Management
Protection Strategies
Ethical Investment Options
Served areas
- South East & London
Highlights and features
- We implement a unique four-step process focussed on personal aspirations
- Our team includes certified financial planners with decades of combined experience
- We specialise in ethical investment options aligned with client values
- Our compliance consultants ensure adherence to FCA regulations
- We provide transparent risk assessments for all financial recommendations
Associations and certifications
- Financial Conduct Authority
What people say
Careful and patient explanations
Glad that I contacted you
Patient and good humour
Confident made right decision
Content with decisions made
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to help clients achieve their life goals. Using sophisticated forecasting tools, we analyse current financial positions and develop actionable plans that align with personal aspirations. With a focus on long-term wealth management, we provide ongoing support to ensure financial objectives remain on track.
Pension Advice
Specialist pension advice covering auto-enrolment, scheme management, and retirement planning. We help clients navigate complex pension regulations while optimising their retirement savings. Our approach considers both current financial needs and future aspirations to create sustainable income strategies.
Investment Management
Ethical investment management services that align with client values. Through monthly portfolio reviews and market monitoring, we ensure investments remain strategically positioned. Our partnership with AssetFirst provides access to expert investment committee insights while maintaining personalised service.
Protection Strategies
Comprehensive protection strategies to safeguard financial futures. We offer tailored solutions for life assurance, critical illness cover, and income protection. Our approach balances risk mitigation with affordability, ensuring clients maintain financial security while achieving their goals.
Ethical Investment Options
Pioneering ethical investment solutions that reflect client values. We provide options across various sectors and risk profiles, ensuring investments align with personal principles without compromising financial objectives. Our expertise in sustainable finance helps clients make informed, values-driven investment decisions.
People
Alex Colville
Financial Planner / Director
With over a decade of experience, Alex specialises in creating life-changing financial solutions. He focuses on helping clients understand their financial situation while developing strategies that address both immediate concerns and long-term goals.
Rob Peters
Pension Schemes Manager
Bringing 35 years of banking experience, Rob manages group pension schemes with expertise in auto-enrolment. His background in financial services and compliance ensures clients receive technically sound pension advice.
Susan Hughes
Office Manager
With 25+ years in office management, Susan ensures smooth operations while maintaining client-focused administrative support. Her organisational expertise contributes to the firm's efficient delivery of financial services.
Rob Knight
Paraplanner
Transitioning from credit resolutions, Rob provides technical support as a paraplanner. He works closely with advisors to deliver comprehensive financial solutions while pursuing professional development in financial planning.
Questions
What financial services do you specialise in?
We specialise in financial planning, pension advice, investment management, and protection strategies with a focus on ethical investment options.
How does your four-step financial planning process work?
Our process begins with understanding your goals, creates a financial picture, develops solutions, and provides ongoing support to maintain your financial trajectory.
Can you help with ethical investment options?
Yes, we offer tailored ethical investment solutions that align with your personal values while maintaining sound financial principles.
Are you regulated by financial authorities?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 462518.
What areas do you serve?
Based in Forest Row, we serve clients across East Sussex and surrounding areas with both in-person and remote advisory services.
How are investment risks managed?
We use sophisticated forecasting tools and risk assessment calculators to demonstrate potential outcomes, ensuring you make fully informed decisions.