Welcome to Bradbys Wealth Management
Our financial needs and goals are continuously evolving and today, more than ever, choosing the best advice has never been so important.
Financial wellbeing means something different to each of us. The common themes we find are protection for our family if things go wrong, our money working hard for us so we can build the life we desire and securing a long and happy retirement.
Bradbys Wealth Management provides a partnership for life; we aim to simplify the complex and help guide you through your financial journey by offering peace of mind knowing your finances are in safe hands.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
Great client service from a lovely chap who’s always such a pleasure to deal with. Henry proactively keeps in touch to ensure my investment portfolio adapts to my financial goals and objectives as they evolve over time.
Henry is a first class personal financial adviser. He takes the time to understand your situation and provide appropriate advice, taking the time to explain everything clearly and discuss options. He has helped us understand our future financial position and has always made himself available even...
I’ve been a very satisfied client of Henry’s for years. Honest. Affable. Professional. Exactly what I look for when entrusting someone with my life savings.
Henry is an excellent financial adviser taking time to understand my on-going requirements and providing first class advice and service. I would highly recommend.
Highly intelligent, highly efficient and most importantly excellent to get on with. Henry has a great ability to explain complex matters in a simple manner.
Henry has been a pleasure to work with. Highly personable and offering very good insight into available options, He has proactively worked on ways to support me to achieve my goals and I look forward to continuing to work with him in the years to come.
Henry is a very diligent, professional and knowledgeable advisor and I can't recommend him enough! I'm convinced you're in good hands with him when it comes to wealth management.
I have found Henry and SJP to provide sound advice on all financial matters and he has been particularly helpful in assisting me during my time as his client. He has been excellent in managing my pensions and investments and has provided expert financial advice, client service and investment retu...
Henry has been advising me since an old friend and colleague made a recommendation and introduction which I have not regretted. Henry has on numerous occasions contacted me to give me timely advice and we catch up 2-3 times a year to ensure my finances are in order. He has given me much sound adv...
I would highly recommend Henry to manage your financial portfolio. After transferring out my final salary pension to go into Henry's safe hands, I couldn't be happier with the returns. Having someone you can trust and have the confidence in to invest your money wisely and competently is definitel...
Henry has helped me stabilize and grow my financial holdings. He has given me fantastic advice and has been an attentive ally in the world of financial services. Henry and SJP are a safe and trusted advisor. I highly recommend Henry and his organization.
I have had the pleasure of being a client of Henry's and received excellent advice and service throughout. He is attentive to my on-going requirements, and I trust him implicitly with my retirement savings. I highly recommend him to anyone.
I made the big decision to transfer out my final salary scheme pension pot, and Henry provided excellent financial advice, reassurance and comprehensive answers to all my questions. I am not an expert when it comes to investments at all and he's been very patient in explaining everything together...
Henry sat down with me and after an easy chat was able to explain to me what I needed to do in order to achieve various outcomes. He was very transparent in how his fees were calculated and he didn't try to push products I didn't need or try to upsell me. I feel very confident in the advice given...
Henry is excellent - no pressure, explains the benefits and any potential drawbacks and provides enough information to allow me to make informed decisions. He has also provided excellent care and advice throughout my time as a client.
Henry has provided proactive and personalised advice regarding my initial concerns to plan for retirement. He explained the available options clearly and in plain English enabling me to make informed decisions around financial planning. He continues to check in with me periodically to review perf...
Henry has been amazing at understanding my circumstances and giving me advice tailored specifically to maximise my financial situation. He has been professional, insightful and helpful to a level that has far exceeded my expectations. I feel much more in control of my financial planning and much ...
We had an initial meeting to discuss my financial circumstances and, from there, Henry produced recommendations which we then discussed. His advice was very clear and he was willing to answer my questions and was very pleasant to deal with - in particular, no hard sell which I had encountered bef...
Henry has helped pull together a plan for my retirement, catering for various options and results those could deliver. He is always available to talk and provides a very high level of customer service, is very professional and has always been able to answer any questions very quickly. The level o...
Henry was introduced to me through a trusted colleague, and I have found that our interactions together have been very smooth and positive. Henry has been able to provide me with good actionable advice and to date I have not entered anything that I have later found regrettable. Henry has also rem...
Henry came in and reviewed all my finances. He provided a clear and understandable picture of my circumstances. Coupled with this, the potential that could be achieved by making some changes. Henry didn’t just focus on selling a pension but really making us think more about what we need, how we a...
Henry carried out a full and thorough review, gave it to me straight(!) and provided some very helpful suggestions. He has always been very responsive to requests and assistance since I’ve been a client, and proactively chases me up when things have sat with me for a while.
Henry is not sales oriented at all - he truly has the customer’s best interests at the heart of his business.
Henry’s advice has been excellent and he has always given us the facts and never pressured us to make a choice.
Henry has always given us excellent advice and I certainly trust him to help us with our financial planning.
I’d highly recommend Henry; very good market knowledge and a very good advisor
Always extremely helpful, polite - and patient - and tuned into my needs.
Henry has been extremely helpful and courteous, helping me track and get my investments under control.
Henry is very knowledgeable and forward-looking. He advised me on the best setup for my investments and plan going forwards.
Henry has been representing me for years and his service has been top class. I would highly recommend him.
Henry has been very attentive towards all my investments since I started working with him. He is always reliable and can be relied upon for sensible advice.
Great client service from a lovely chap who’s always such a pleasure to deal with. Henry proactively keeps in touch to ensure my investment portfolio adapts to my financial goals and objectives as they evolve over time.
Henry is a first class personal financial adviser. He takes the time to understand your situation and provide appropriate advice, taking the time to explain everything clearly and discuss options. He has helped us understand our future financial position and has always made himself available even...
I’ve been a very satisfied client of Henry’s for years. Honest. Affable. Professional. Exactly what I look for when entrusting someone with my life savings.
Henry is an excellent financial adviser taking time to understand my on-going requirements and providing first class advice and service. I would highly recommend.
Highly intelligent, highly efficient and most importantly excellent to get on with. Henry has a great ability to explain complex matters in a simple manner.
Henry has been a pleasure to work with. Highly personable and offering very good insight into available options, He has proactively worked on ways to support me to achieve my goals and I look forward to continuing to work with him in the years to come.
Henry is a very diligent, professional and knowledgeable advisor and I can't recommend him enough! I'm convinced you're in good hands with him when it comes to wealth management.
I have found Henry and SJP to provide sound advice on all financial matters and he has been particularly helpful in assisting me during my time as his client. He has been excellent in managing my pensions and investments and has provided expert financial advice, client service and investment retu...
Henry has been advising me since an old friend and colleague made a recommendation and introduction which I have not regretted. Henry has on numerous occasions contacted me to give me timely advice and we catch up 2-3 times a year to ensure my finances are in order. He has given me much sound adv...
I would highly recommend Henry to manage your financial portfolio. After transferring out my final salary pension to go into Henry's safe hands, I couldn't be happier with the returns. Having someone you can trust and have the confidence in to invest your money wisely and competently is definitel...
Henry has helped me stabilize and grow my financial holdings. He has given me fantastic advice and has been an attentive ally in the world of financial services. Henry and SJP are a safe and trusted advisor. I highly recommend Henry and his organization.
I have had the pleasure of being a client of Henry's and received excellent advice and service throughout. He is attentive to my on-going requirements, and I trust him implicitly with my retirement savings. I highly recommend him to anyone.
I made the big decision to transfer out my final salary scheme pension pot, and Henry provided excellent financial advice, reassurance and comprehensive answers to all my questions. I am not an expert when it comes to investments at all and he's been very patient in explaining everything together...
Henry sat down with me and after an easy chat was able to explain to me what I needed to do in order to achieve various outcomes. He was very transparent in how his fees were calculated and he didn't try to push products I didn't need or try to upsell me. I feel very confident in the advice given...
Henry is excellent - no pressure, explains the benefits and any potential drawbacks and provides enough information to allow me to make informed decisions. He has also provided excellent care and advice throughout my time as a client.
Henry has provided proactive and personalised advice regarding my initial concerns to plan for retirement. He explained the available options clearly and in plain English enabling me to make informed decisions around financial planning. He continues to check in with me periodically to review perf...
Henry has been amazing at understanding my circumstances and giving me advice tailored specifically to maximise my financial situation. He has been professional, insightful and helpful to a level that has far exceeded my expectations. I feel much more in control of my financial planning and much ...
We had an initial meeting to discuss my financial circumstances and, from there, Henry produced recommendations which we then discussed. His advice was very clear and he was willing to answer my questions and was very pleasant to deal with - in particular, no hard sell which I had encountered bef...
Henry has helped pull together a plan for my retirement, catering for various options and results those could deliver. He is always available to talk and provides a very high level of customer service, is very professional and has always been able to answer any questions very quickly. The level o...
Henry was introduced to me through a trusted colleague, and I have found that our interactions together have been very smooth and positive. Henry has been able to provide me with good actionable advice and to date I have not entered anything that I have later found regrettable. Henry has also rem...
Henry came in and reviewed all my finances. He provided a clear and understandable picture of my circumstances. Coupled with this, the potential that could be achieved by making some changes. Henry didn’t just focus on selling a pension but really making us think more about what we need, how we a...
Henry carried out a full and thorough review, gave it to me straight(!) and provided some very helpful suggestions. He has always been very responsive to requests and assistance since I’ve been a client, and proactively chases me up when things have sat with me for a while.
Henry is not sales oriented at all - he truly has the customer’s best interests at the heart of his business.
Henry’s advice has been excellent and he has always given us the facts and never pressured us to make a choice.
Henry has always given us excellent advice and I certainly trust him to help us with our financial planning.
I’d highly recommend Henry; very good market knowledge and a very good advisor
Always extremely helpful, polite - and patient - and tuned into my needs.
Henry has been extremely helpful and courteous, helping me track and get my investments under control.
Henry is very knowledgeable and forward-looking. He advised me on the best setup for my investments and plan going forwards.
Henry has been representing me for years and his service has been top class. I would highly recommend him.
Henry has been very attentive towards all my investments since I started working with him. He is always reliable and can be relied upon for sensible advice.
Great client service from a lovely chap who’s always such a pleasure to deal with. Henry proactively keeps in touch to ensure my investment portfolio adapts to my financial goals and objectives as they evolve over time.
SJP Approved 24/01/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
