Bradgate Financial Planning Ltd

Independent Financial Adviser 110 Main Street, Markfield, Leicestershire, LE67 9UU
FCA verified
15th October 2018
Planning your financial future is about the journey and not just the destination, we will support you with both.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Andrew Pritchard BA, MIFS, DipFA
Director & Independent Financial Adviser
Where to find us

110 Main Street, Markfield, Leicestershire, LE67 9UU

About us

Originally established in 2001, Bradgate Financial Planning Ltd has been helping customers in the East Midlands, with their financial affairs and investments. We are a local Independent Financial Adviser backed by the respected Independent network of 2Plan Wealth Management Ltd

Our services

Bradgate Financial Planning Ltd provides holistic financial solutions and support to enable our clients to achieve their financial goals. We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view Bradgate Financial Planning Ltd as their trusted IFA.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Bradgate Financial Planning Ltd is an appointed Representative of 2Plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority under reference 461598.

Similar advisers near you

Independent Financial Adviser 3.89 mi
Financial Advice based on Trust, Integrity and Independence. Advisers in Leicester & Burbage.
 
Independent Financial Adviser 5.02 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 5.1 mi
There is no such as thing one-size-fits-all. Our service is designed to ensure your financial plan is specific to you.
 
Financial Adviser (Restricted Whole of Market) 5.17 mi
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care, Life Cover and Mortgages.