About Broadgate Wealth Client Servicing LLP

We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.
Broadgate Wealth Client Servicing LLP is a family run firm of Independent Financial Advisers based in Billingham in the North East of England. Father and son Alan and Neil Sheekey have worked together in the financial services sector for over 20 years and have now been joined by Neil’s son Joe who has decided to join the family business.We maintain traditional values, whilst also having a forward looking approach to the way that we deliver financial advice to our clients, using the latest software and techniques to work to the highest professional standards.We are supported by an experienced administration team who manage the processing of cases from the initial enquiry through to completion.
Pensions & retirement: