Bradgate Financial Planning Ltd

Independent Financial Adviser 110 Main Street, Markfield, Leicestershire, LE67 9UU

17th June 2019

Planning your financial future is about the journey and not just the destination, we will support you with both.

We can advise you on

Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

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.

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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Taxation planning

Advice methods

Face to face
Online (Live chat, video, email)
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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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