LLB (Hons) FPFS
Bradley is a Chartered Financial Planner. He has worked in Financial Services since 2016 and joined Attivo in 2017. Bradley is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Bradley specialises in retirement planning, and with his background in law, both estate and trust planning.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Brad holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Brad holds the following Advanced Financial Planning Papers:
Financial planning: Brad builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.