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Who are we?

We strongly believe that financial planning is about helping you navigate your financial journey, mapping out the pathway to reaching your objectives with regular monitoring of your circumstances to make sure you are on track to the lifestyle you want to achieve.

This ethos involves us having a close and continuous relationship with clients to manage their everchanging needs and future plans, our focus is very much on our ongoing service to you, we are not salesmen whom you will never hear from again.

Meet the team.

Gary Partridge​

Gary Partridge

Chartered Financial Planner
& Managing Director
Steve Walker​

Steve Walker

Paraplanner
David Dee​

David Dee

Administrator
Sarah Partridge​

Sarah Partridge

Administrator

Our experienced team will explore your personal and financial circumstances with you in order to understand as far as possible your motivations, attitudes and values to see how they connect with your longer-term goals so that we can construct a personal financial plan to enable you to achieve them.

Over the coming years we will then meet frequently to fine tune the strategy, making adjustments as your circumstances alter so that you always have a realistic sight of your financial future and have confidence that your financial plan is always structured to meet your best interests.

Our Process.

Our advice process is very much centred around your individual circumstances so that the ultimate result is tailored specifically to you. This begins with a comprehensive factfinding exercise and some thorough conversations to establish exactly where you want to get to and the parameters to be applied along that journey.

We will clarify your investment experience and knowledge as well as your growth expectations, your attitude to risk, and your capacity to take the required level of risk to meet these expectations.

1. Fact-finding

We begin with a comprehensive fact-finding exercise.

2. Life goals

Once we have established your life goals, we can begin to select appropriate financial products.

3. Experience & knowledge

We will clarify your investment experience and knowledge.

4. Routine monitoring

Through our regular reviews we will ensure the continued suitability of the products in your portfolio.

Once we have established your life goals, we can begin to select appropriate financial products and tax wrappers to facilitate them. We will construct an investment strategy with a diversified portfolio to meet your risk appetite and to provide the maximum opportunity for investment growth without exceeding your ideal risk exposure.

With routine monitoring of your changing requirements and circumstances and employing cash flow modelling techniques, through our regular reviews we will ensure the continued suitability of the products in your portfolio but more importantly maintain the focus of your financial plan on achieving your ultimate aims.

Gary Partridge

Chartered Financial Planner & Managing Director

Gary is a Chartered Financial Planner and the Managing Director of Broadstreet Wealth Management Limited. For more than 25 years he has delivered independent, holistic Financial Planning advice to a wide range of individual and corporate clients.

He has overall strategic responsibility for Broadstreet Wealth Management Limited as well as continuing to advise existing clients and develop new sources of work.

Gary is a Manchester City season ticket holder and attends many live sporting events. He also enjoys watching live music and comedy. He is still playing 5-a-side football and tennis on a weekly basis and is a member of Knowle & Dorridge Racquets Club.

Steve Walker

Paraplanner

Somewhat of a Swiss army knife of the Financial Planning world Steve has been a paraplanner, adviser and department manager at a FTSE 250 listed financial services firm and different financial planning practices both regional and national over the last 20 years.

Having found his niche as a technical specialist focussing on bigger picture financial planning, Steve assists clients to plan their financial journey by looking to their long-term objectives rather than fixating on near term results. Steve is actively working towards Chartered Financial Planner status.

Outside of work and with his proper playing days behind him Steve is heavily involved in grassroots football as Treasurer and part of the League Management of the Birmingham and District Football League.

David Dee

Administrator

David started his career in 1984 as a Fire Insurance Underwriter for Provincial Insurance. He has over 25 years’ experience of working within the financial services sector and has also run his own businesses.

The whole of his working life has been devoted to customer service delivered in a professional, personal and friendly way.

David loves spending time with his family, especially his three grandchildren. He’s interests include sport (watching not playing these days!), going to the cinema and theatre, golf, fishing and walking.

Sarah Partridge​

Sarah Partridge

Administrator

Sarah has worked in the financial services sector for over 25 years, previously holding administrative roles with a number of the largest national firms including Commercial Union, Sedgwicks and most recently with St James’s Place before joining Gary in his new venture.

They have been married for 23 years and have two children, George and Laura who are both at university. They enjoy spending time as a family, eating out with friends and travelling. Sarah also keeps us well supplied with cake!