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Gold Standard Award for Independent Financial Advice

David Bradley

Georgina Partridge
Ross Yiend
Mark Croxford
Andrew Richards
Alex Wild
Ruban Sanmuganathan FPFS
Philip Forrester
Sebastian Hurst
David Bradley
Mark Coomber
Claire Marlow
Mickey Foster
Rupa Bhudia

David Bradley
Independent Financial Adviser, Chartered FSCI

David started his career in financial services in 1990 when he joined Midland Bank (now HSBC). Following various roles within the bank David joined HSBC Private Bank in 2005 where he stayed for over 10 years. Here, he specialised in advising wealthy entrepreneurial clients who were typically business owners. He left in 2015 to become a self-employed independent financial adviser. He is a Chartered Fellow of the Chartered Institute of Securities and Investments as well as holding the Chartered Wealth Manager designation.

David believes in getting to know clients really well as part of the advice process he help ensure that the most suitable solutions are implemented for his clients. He also prides himself in putting complex solutions into plain English.

Outside of work David is still a keen league cricketer playing for his local side most weekends. He also enjoys cycling and keeping fit as well as spending time with his young daughter.