0330 038 8940
Based in Cheltenham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.7 out of 5
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FCA Regulated
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Bradley has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bradley has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Bradley has not yet added their qualifications to their profile
Transparent Fees
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Bradley has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Bradley has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bradley has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Bradley has not yet added their qualifications to their profile
Qualifications not yet added
Bradley has not yet added their qualifications to their profile
Transparent Fees
Bradley has not yet added their fees to their profile
Fees not yet added
Bradley has not yet added their fees to their profile
I am a Chartered Financial Planner and work for an independent advice firm giving advice on a wide spectrum of needs. I am based in Cheltenham but work with clients spanning from west Wales, to Kent, Southampton to York. My specialisms include, but are not limited to: - Retirement Planning - Estate Planning - Trusts - Investment Advice and Planning - Pension Transfers I am also a Fellow of the Personal Finance Society (PFS) and Chartered Insurance Institute (CII) and am always working to develop my knowledge. I offer prospective clients a free, no obligation, discovery meeting to see if I can add value to your life. Please feel free to reach out should you require my services.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Bradley's clients
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