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.
Our Approach to Financial Planning
We regard our dedication to forging long term working relationships as the key to delivering informed and relevant advice to a knowledgeable and demanding client base.
At Bradley Stuart we never forget that you have an opinion too and that a major aspect of our work is to listen, allowing you to say 'no' if you wish and responding with impartial, comprehensive and creative reporting.
We provide a detailed five stage approach to financial planning.
Getting to Know You
We complete a comprehensive Fact Find to give us an overall understanding of your circumstances, financial objectives and attitude to risk. Your existing arrangements will be reviewed, although we would not recommend change for the sake of change.
Analysis of Your Needs
We analyse your needs in detail, taking into account your current situation and your plans for the future.
Research
As an IFA we evaluate products and services from a wide range of major financial institutions including: insurers, investment companies, fund managers, banks. We have our own in-house comprehensive research facilities.
Recommendations
We summarise our recommendations and research and send you a suitability report.
Personalised Solution
We meet and discuss our recommendations with you and will put your solution into action.
Please click here to view our Private Client Services Booklet.