Bradley has worked within the financial service sector since 2003, amassing knowledge and experience from the various roles he has been involved in. Bradley started his career working for the UK’s largest Friendly Society (LV=), where he gained valuable experience to allow his career to prosper. Bradley joined St. James's Place in 2013 and became a Chartered Financial Planner with the Chartered Insurance Institute in 2017 with advanced qualifications in Pension, Investment and Tax & Trust Estate Planning.

Over the years Bradley has met many interesting clients and part of the job he enjoys the most is talking to clients about their life experiences. It is during these conversations that he likes to get to know his clients in greater detail and it forms part of the long-term relationships that he develops. Bradley’s clients tell him that this knowledge and interest in their lives is why they feel valued and confident with the trusted advice that he provides, as their financial needs evolve.

Bradley likes to speak to each and every client at least once a year, outside of the usual annual meetings. Bradley’s clients are always grateful that they can pick up the telephone or send him an email and he will respond promptly without having to wait for a set-date in the future.

Bradley has many clients where he has been involved in their financial plans for over a decade and it is natural that he is introduced to their children/grandchildren. It is from these introductions that intergenerational planning discussions take place, to ensure the next generation are aware and are involved with future plans. Bradley is told by clients that he knows more about their finances than anyone else and that he will need to be there for the family when the time comes to deal with their estate. Bradley feels honoured that they are comfortable to entrust this responsibility in him.

In his spare time, Bradley enjoys exploring the New Forest cycle routes with his Labrador Rufus. This includes trying to stop him jumping into every bog or chasing anything that moves! Living in Christchurch and being so close to St. Catherine’s Hill, Bradley is often seen riding his bike ‘up the hill’ and coming back down in an unrecognisable state, especially during the wet winter months.