Jonathan Bradshaw

experience

I began my financial services career in 1997 after graduating from the University of London, becoming an Independent Financial Adviser in 2002. Since then, I have worked at a small number of different sized practices which has helped me gain the knowledge and experience needed to help clients navigate the complicated financial services legislation in order to avoid the pitfalls and get the results they are looking to achieve.

I have achieved the Diploma in Financial Planning with the Chartered Insurance Institute (CII), I am a Society of Trusts and Estate Practitioners (STEP) Affiliate, a Society of Later Life Advisers (SOLLA) Accredited Adviser and I hold both the SOLLA Retirement Advice and Later Life Lending Standards

I am a very experienced adviser who covers areas such as investment planning, pensions, inheritance tax and protection. I also pride myself on being able to simplify complex matters.