Client zone

Use our client area to complete documents, access self-service investment portals and view your investment resources.

Forms and documents

Forms and documents

Complete documents electronically online

Wealth management platforms

Wealth management platforms

Login to your wealth management platform

Investment newsletters & portfolios

Investment newsletters & portfolios

View the latest fund factsheets and investor documents

Mortgage forms

Mortgage forms

Complete mortgage documentation online

Forms and documents

Complete the following documents online:

Compliance

Customer Privacy Notice

Customer Privacy Notice

Client Agreement

Client Agreement

Upload verification of ID

Upload verification of ID

Change of name

Change of name

Change of address

Change of address

Vulnerable clients

Vulnerable clients

Know your client

Client Confidential Questionnaire

Client Confidential Questionnaire

Letter of Authority

Letter of Authority

Risk Profile Questionnaire

Risk Profile Questionnaire

ESG Questionnaire

ESG Questionnaire

Interim ATR

Interim ATR

Financial Review - Fact find

Financial Review - Fact find

Ongoing Partnership Agreement

Ongoing Partnership Agreement

Expenditure sheet

Expenditure sheet

IHT planning questionnaire

IHT planning questionnaire

Mortgages

Mortgage forms

Mortgage forms

Complete mortgage documentation online

Corporate

Corporate financial profile

Corporate financial profile

Wealth management platforms

Use the buttons below to login to your personalised client area:

Elevate

Retirement Choices

One Retirement

Nucleus

Find out how Broom can help you

Speak to a specialist

Our services

Cyber Essentials CertifiedFinancial Vulnerability CharterConsumer Duty Alliance
The Green Web Foundation

Client resources

Contact us

Sterling Court
4 Gresham Road
Brentwood
Essex
CM14 4HN

broomifa@broomconsultants.com

T: 01277 202222
Please note that calls to Broom Consultants Ltd may be monitored or recorded.