Broderick Wealth Management LTD

: 40 Frederick Road, Sutton Coldfield, West Midlands, B73 5QN

: FCA Number: 808085

Broderick Wealth Management Ltd, offering an array of regulated financial services, is a trusted firm located in Sutton Coldfield, West Midlands. Registered under FCA number 808085, we provide a comprehensive range of offerings, including life insurance, investments, and smart financial planning. Our specialty lies in providing pensions retirement advice and carrying out final salary pension transfers. Serving the wider West Midlands region, including the nearby city of Birmingham, we are easily accessible on Frederick Road, Sutton Coldfield. At Broderick Wealth Management, we pride ourselves on delivering tailored, professional, and approachable financial solutions, often assisting local families and small businesses navigate their financial journeys. We prioritise transparency and honesty, making us your trusted financial partner.

Their team includes one financial adviser. Check FCA registration here.

Broderick Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Broderick Wealth Management LTD from the Motorway

Depart from the M6.
At junction T3, proceed to the A38 exit designated for Birmingham/Sutton Coldfield Toll Road.
At the initial roundabout, adopt the first exit onto A38.
Subsequently, at the following roundabout, adopt the first exit onto A453.
Proceed directly onto Anchorage Road.
Take a right turn onto Upper Clifton Road.
At the ensuing roundabout, continue straight onto Clifton Road.
Proceed on Somerville Road.
Take a right turn onto Jockey Road/A453.
Take a left turn onto Frederick Road; the destination will be situated on your immediate right.

List of advisers under Broderick Wealth Management LTD:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.