- 5 ⭐⭐⭐⭐⭐ Google Rating
- 100% commend Us On Facebook
- 9.88 / 10 Client Satisfaction
- 10+ Years Helping Clients
Our Story
Bloomfield Financial was founded in 2013 by John Bloomfield after more than a decade working in banks and financial advice firms.
What became increasingly clear throughout that time was that too much of the financial services industry focused on products rather than people. Conversations often started with pensions, investments or mortgages, when they should have started with a much simpler question:
"What are you actually trying to achieve with your life?"
Bloomfield Financial was created to do things differently.
Rather than beginning with products, we begin with people. We help clients understand where they are today, where they want to be in the future, and how all the pieces of their financial life fit together.
Only then do we look at the products and strategies needed to support that plan.
That is why we are passionate about holistic financial planning. We believe money should be a tool that helps you live the life you want, not a source of confusion, stress or endless paperwork.
Today we are still a family-run business. Dee joined the firm in 2016 and now leads our mortgage advice service, while Kay helps keep everything running smoothly behind the scenes.
We are proud that most of our new clients come through recommendations from existing clients. We think that is the best indication that our approach works.
If you are looking for straightforward advice, plain English explanations and a long-term relationship with someone who genuinely has your interests at heart, we would love to have a conversation.
