Finance Planning

Independent Financial Adviser  13, SHAFTESBURY, Dorset, SP7 8NS
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FCA authorised
Last authorised 1st March 2021
I’m passionate about providing excellent service to clients and provide transparent, straightforward and professional advice. I have clients from all walks of life and all different ages, from retirees to those just starting out in their working life.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Equity release
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Wealth management
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Investing for income
Meet our advisers
Tim Bradford
About us

I started my investment career in 2000 with a major Wealth Management firm before joining the UK’s first “ethical” investment business Barchester Green Investment. I was a Director of the firm and led it through a significant growth phase seeing it take on major national accounts with a number of leading Charities and Non-Governmental Organisations, such as WWF-UK and Greenpeace. The business was sold in 2014 to a rival investment firm where I worked as a Partner for two years before joining Finance Planning Independent.

Our services

My strengths are in developing successful client relationships, which I’ve done over many years, and I can make technical issues less complicated for clients to understand.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

13, Butts Mead, SHAFTESBURY, Dorset, SP7 8NS

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