Service categories: Information, advice and advocacy, Legal help

Service URL: https://broadshield.solutions/

Secondary URL: https://broadshield.solutions/individual-family-solutions

Founded by John Brenchley, a parent of an autistic son, Broadshield Solutions provides specialist independent financial advice specifically designed for families with vulnerable dependents.

We know standard financial roadmaps often don’t fit non-standard lives. For example, a standard Will leaving a direct inheritance can accidentally strip a vulnerable dependent of the means-tested statutory benefits and care funding they rely on.

We combine lived SEND-parent empathy with financial rigour to build a secure, lifelong financial plan for your family. Our goal is to help you secure your vulnerable dependent’s lifelong future without accidentally compromising any means-tested state benefits.

Our Services Include:

1. Specialist SEND Legacy Planning.

2. Support with standard Trusts or specialist Disabled or Vulnerable Person’s Trusts (VPTs).

3. Generational Cash Flow Modelling to help understand and fund life when you are not around.

4. Aligning financial strategies with specialist legal Wills to avoid severe financial traps.

5. Guidance on Lasting Powers of Attorney (LPA)

6. Life Insurance and Family Income Benefit policies, structured to your needs.

Eligibility & Delivery

1. Aimed at: Parents and Guardians of dependents with Special Educational Needs (SEND) or lifelong disabilities.

2. Location: We operate a fully digital, UK-wide practice. We meet local families face-toface across Milton Keynes, Bedford, and Northampton, and support clients nationwide via a secure video link.

3. Initial Step: We offer a free, no-obligation 30-minute introductory clarity call to help you identify your financial blind spots.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.

Broadshield Solutions is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority (FCA Number: 460421).

Other specialisms: Our Services Include: 1. Specialist SEND Legacy Planning. 2. Support with standard Trusts or specialist Disabled or Vulnerable Person’s Trusts (VPTs). 3. Generational Cash Flow Modelling to help understand and fund life when you are not around. 4. Aligning financial strategies with specialist legal Wills to avoid severe financial traps. 5. Guidance on Lasting Powers of Attorney (LPA) 6. Life Insurance and Family Income Benefit policies, structured to your needs.