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Bromige Financial has been providing financial advice since the 1980s. Since then, we have developed a reputation as being experts in the field of ethical investment and we are proud that all of our clients are given the option to invest in line with their ethical concerns, if they wish.
Over the last five years, we have developed our service to become focussed on true financial planning. The realisation that money only really means anything when it is used to improve your life, and the lives of the ones you love, has helped us create a process that allows you to focus purely on this – while letting us put together, and look after, the necessary financial solutions.
Financial Planner / Director
As a new client, it is most likely that you will speak to Alex. He joined the company in 2012, and has devoted the last few years to learning how we can provide a truly life-changing service. He is passionate about helping clients to fully understand their financial situation and coming up with solutions that not only address their fears and concerns but show them what is possible. Alex is married with three children and, when time permits, he loves playing golf and also enjoys coaching junior cricket teams.
Pension Schemes Manager
Rob joined us in early 2016 as our Office Manager, having previously worked for NatWest/RBS for over 35 years. He now looks after our group pension schemes, including the management of their auto-enrolment responsibilities. Rob lives in Edenbridge and is married with two grown up sons (and now one grand-daughter!) and is a qualified football referee. He enjoys gardening and holidays as well as most sports.
Susan has over 25 years’ experience in office administration and management with a variety of organisations. She started with us in 2015 and quickly became an essential part of the team. She enjoys travelling the world, both near and far, with her husband.
Rob joined us in January 2020, having previously enjoyed a successful career in the credit resolutions sector. He is now training to become a Paraplanner and works alongside Alex in providing our clients with the best advice and service.
Insourced Investment Committee
As Bromige Financial is a small firm, we feel it is essential to work with other organisations to ensure we deliver the best service for our clients. At the heart of our business is the construction of the various portfolios that we run and we use an insourced investment committee from AssetFirst to help us create these. Monthly reviews of the strategy are carried out and AssetFirst are able to constantly monitor the markets so that our eyes are never taken off the ball.
Millen Compliance Ltd
Many firms may see compliance consultants as a hindrance but at Bromige Financial we consider it to be an essential part of our business. It is vital to us, and our clients, that we continue to adhere to FCA regulations but most important of all, Millen compliance help us to ensure that the recommendation we make represent the very best possible advice.