Broadstone

Welcome to Broadstone. Formerly BDO Investment Management

About us

Broadstone was formerly known as BDO Investment Management. In November 2010 Oakley Capital acquired an 84% share in our business, with BDO LLP retaining 16%.

Broadstone offers pensions advice and investment solutions to private clients and to companies through highly qualified advisers in offices across the country. We are regulated by the Financial Services Authority and have our head office at 55 Baker Street in London.

Broadstone aims to bridge the trust and clarity gap that has been created between those who offer financial advice and services and those who seek them. Our belief is that what clients need, what the industry needs and what we must deliver is:

Expertise delivered with absolute clarity

  • Client First
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    • We put the interests and needs of clients first. We never forget that our advice affects the quality of people’s lives.
  • Results driven
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    • In everything we do we want to get the best possible result. We keep focussed on the end goal and use our expertise to deliver our client’s objectives efficiently.
  • Progressive
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    • We challenge the status quo and seek to continually improve. We look to the future and consider the impact on our clients.
  • Team work
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    • We work together to deliver the best results. By pooling our collective knowledge we deliver expertise that no single person could.