Jeff Bradley APFS
Chartered Financial Planner
I am a Chartered Financial Planner predominantely providing advice to individuals. I specialise in offering solutions for wealth creation, wealth protection, inheritance tax planning and options in retirement.
I joined the financial services industry in 1987 as a Financial Adviser with Bradford & Bingley. Between 1993 and 1995 I took a side step within the organisation to become a Bank Manager. I then decided to take up my previous role as a Financial Adviser because I enjoyed providing financial solutions to customers as opposed to the more administative role of Bank Manager.
In order to provide my clients with an independent and holistic approach to financial planning, I joined DGS in 2002. In 2011 I gained Chartered Financial Planner status. This qualification has helped me to deliver holistic advice to individual clients – ensuring that all areas of financial planning work in synergy to achieve client objectives.