Finance Planning

Independent Financial Adviser  13, SHAFTESBURY, SP7 8NS
FCA authorised
Last authorised 13th September 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
Pension consolidation
Pension drawdown
Pensions review
Pensions transfer
Equity release
Wealth management
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)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

13, Butts Mead, SHAFTESBURY, SP7 8NS

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