Broad Reach Partnership Limited
   Performance benchmarking for insurance brokers

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Broad Reach provides innovative professional and  practical support to growing businesses.  

By combining creative ideas and commercial experience with a professional approach Broad Reach can supply quality solutions at reasonable cost.

If you would like support to grow and improve your business then contact Broad Reach Partnership Ltd.
Accountants and Consultants

Broad Reach Client Surveys
designed specifically for:
Insurance Brokers

A cost effective way to: obtain your clients’ views; highlight areas for improvement; identify new sales potential; improve your client retention; and increase profitability.

The ‘Broad Reach Ready-To-Go Retail Client Survey’ has also been designed to support monitoring performance on Treating Customers Fairly - TCF.

CASS Compliance

Specialising in:

Ultimately the aim is to design and deliver improved processes that leave firms with a well founded confidence in the way they protect their clients’ money and in their  CASS compliance.

Supporting you & your business

Practical and professional support for growing businesses and start ups at a sensible cost.

But more important than all of this we will help you improve your business.

Let us get it all sorted for you.

Book Keeping / Processing

Budgets /Forecasts/Cashflows


Management Accounts

Year End Acounts

Tax Returns

Year End Acounts

Annual Rteturns