Wealth Management for Private Clients, Trustees and Attorneys

Our advisers at Bradshaw Bennett Independent Financial Advisers Ltd are primarily focussed on helping our clients manage their investments.

We have a huge amount of experience working with actuaries, investment managers, SIPP providers, discretionary fund managers, open ended investment companies (OEICs) and unit trust managers to help our clients realise their long term financial objectives.

In particular, Jon Weston, a Chartered Practitioner has worked with Trustees of many of the UK's largest pension funds (with HSBC Actuarial and Consulting, Mercer Consulting) and he now applies this experience to the retail investment market on our client's behalf.

We can manage portfolios from as little as £50,000 up to £3 million (we tend to work with discretionary fund managers with portfolios that are larger than £3 million). Our charges are clearly defined and we would expect our fees to be covered many times over by the value of our advice (please apply here for details)

When we are asked to provide wealth management services, it means that you are trusting Bradshaw Bennett to work with you and your other professional advisers to help you manage your wealth effectively - not just your investments, but your pensions, your business, your property portfolio and all of those assets that you have worked hard to establish throughout your lifetime.

We are a professional fee-based firm - we do not believe that independent financial advisers should receive commissions, as we believe that might create bias.

Call us or e-mail info@bradshawbennett.co.uk if you are interested in meeting with one of our client managers to talk about our holistic financial planning - our wealth management services.