Money is a tool, use it to build the life you want.
We help people like you to understand, structure and manage their finances. So that you can live a life you love now, while making the optimum decisions for the future.
You Are Different!
And so are your financial goals. We take the time to get to know and understand what matters to you.
So our advice is designed not just to be the best…but to be the best for you!
Your Time Matters!
Time we will all run out of it eventually.
We handle the nitty-gritty of your finances – from the admin and monitoring to the research. This way, you can focus on what truly matters, enjoying your valuable time to the fullest.
Relationships Matter
Repeating your story over and over can be frustrating.
We get that.
Our small team ensures a personal touch – you’ll always interact with people who know you and you’ll come to know them.
A little about us....
I founded Bloomfield Financial in 2013, after a couple of years in retail banking and then Ten years working in other IFA (Independent Financial Advice) practices.
I was disillusioned very early on with the Sales culture of retail banking and knew exactly what financial advice should not be. Spending a decade working within other advice firms, with other older advisers allowed me to see the various ways that advisers worked with their clients.
With a solid vision for how an IFA practice could deliver real financial planning in a client centrist way. As things grew I was joined By Dee who is now our main mortgage adviser and more recently Kay has joined us to support all the inevitable admin.
John Bloomfield
Independent Financial Adviser
What Our Clients Say!
Client Feedback
Our client satisfaction surveys show we’re doing well, but there’s always room for improvement. As of January 2024, our average score stands at 9.86/10, and no lower than 9.78/10 in any category.
As it’s a cumulative result achieving 10/10 is mathematically impossible, but we remain committed to listening to your feedback and improving wherever possible.
Client Reviews
We invite all client’s to leave a review over on the reviews page of this website, and on Google and Social Media.
A few highlights can be found below…or use the link in the menu to see more.
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Important Info: Mortgages
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.
We give clients the option to pay for mortgage advice by fee rather than commission.
The FCA does not regulate all Buy to Let mortgages.
Important Info: Regulations
The Financial Conduct Authority does not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning.
Tax rules can change at any time.
Important Info: Investments
Past performance is not a reliable indicator of future results.
The value of investments, and the income from them, may fall or rise.
Your capital at risk. Investments can fluctuate in value and investors may not get the amount back they invest.