We work in partnership with you to determine your financial plans and goals.
Our success is a reflection of the success and standing of our clients.
Personal financial planning helps our clients achieve their personal financial goals.
Our clients are at the focus of everything we do
Because achieving your life goals needs to be planned
A lasting, long-term working relationship is key to delivering informed and relevant advice.
Bradley Stuart & You
Bradley Stuart was first established by Principal, Peter Mullins, in 1993 and has developed organically in the ensuing years. Today, the company offers a definitive portfolio of financial services to business, industry and private individuals.
"Our success is a reflection of the success and standing of our clients". This maxim, originally penned by Peter Mullins, has proved remarkably apposite and provides continuing evidence of the commitment to excellence throughout every aspect of the firm's operational procedures.
Bradley Stuart’s expertise covers employee benefits, tax planning, investments, retirement planning, life protection, business risk management and specialist investment opportunities. Between them, our Advisers have extensive knowledge and experience within these areas and always work with you, the client, as the focal point.
We recognise that one size never fits all and that requirements can change. Attitudes to investment risk vary from person to person and are unlikely to remain the same with the passing of time. Equally, wealth preservation in real terms is sometimes more important to our clients than capital growth: the key here is that our solutions are tailored entirely to your particular needs, whatever their nature.
"It is refreshing to receive independent financial advice from Bradley Stuart, a firm that regularly reviews my affairs, to make sure that I am on track with my personal financial planning."