Special Needs Financial Planning for the Life You Actually Lead.

For Families

As an Independent Financial Adviser in Olney, we build financial security specialising in SEND families, alongside individuals and business owners with complex intergenerational needs. Quietly, carefully, and always at your pace.

Financial planning for a family, especially one with a SEND or vulnerable dependant, can feel overwhelming. We simplify it with our straightforward, three-phase framework to build your safety net so you can stop worrying about tomorrow and focus on today.

For Businesses

Running a successful business leaves very little time for personal wealth planning. We simplify it with a straightforward framework to protect your company, reward your key people, and plan your eventual exit.

Scaling a successful business takes your absolute focus. But an unexpected illness, the loss of a key director, or a major client default can instantly threaten everything you have built.

You need a structure that guarantees business continuity without demanding your daily attention. Broadshield builds the financial frameworks that protect your hard-earned equity, secures your personal cash flow, and ensures you retain control of the boardroom.