Bradley Adams DipPFS
Financial Adviser
Bradley has built a strong reputation within his professional network of accountants and law professionals. Working alongside other professional Advisers allows him to provide quality advice and build long lasting relationships with his clients.
Bradley has a specialist knowledge when working with directors and company owners, providing tailored solutions for the individual and ensuring their company is taking advantage of the opportunities available to them. Some of the key areas of advice:
Tax efficient structuring and profit extraction
Protecting you and your business
Investment planning
Retirement planning and business exit strategies*
Employee Benefits
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.