Bradley Clark

Financial Adviser

FCA reference number: BRC01039

With over 13 years of experience in financial services. I’m a chartered financial planner who's passionate about helping my clients achieve their goals and my expertise lies in retirement planning, investment advice, long-term care planning, and estate planning.

Expertise

  • Financial planning

  • Pensions and retirement planning

  • Investment management

  • Maximising tax-efficiencies

  • Estate Planning and Inheritance Tax Planning

  • Trusts

  • Protection

  • Long-term care planning

  • Pension transfers

Qualifications

  • Advanced Diploma in Financial Planning

  • Fellow of the Professional Financial Society

  • Accredited Member of SOLLA (Society of Later Life Advisers)

Region and method of advice

Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.

Approach and experience

My financial planning approach is all about putting the client first. I craft personalised, holistic strategies tailored to my client’s unique goals and circumstances. By truly understanding what matters most to my clients, I create comprehensive plans covering retirement, investments, long-term care, and estate considerations. With clear communication and ongoing support, I empower my clients to navigate financial complexities confidently and achieve lasting security.

My philosophy to financial planning centres on prioritising the client's needs and aspirations above all else. By deeply understanding their goals and concerns, I excel in crafting personalised strategies tailored to each client's needs, empowering them to achieve their financial goals with confidence and peace of mind.

I can provide holistic financial planning, helping you to map out your financial goals, and ensure you have a plan to achieve them through life’s twists and turns.

We are Chartered Financial Planners

Personal interests

Beyond the office, I enjoy staying active and socialising. Whether it's hitting the gym or playing sports like golf, padel, table-tennis, or darts, I love being on the move. When I'm winding down, I enjoy reading, watching football or catching up on the latest Hollywood movies.

Book a free initial consultation

Insights

A financial adviser’s guide to common cash myths

Bradley Clark, Financial Adviser, dissects three of the most common cash myths he hears from clients and looks at how to make your money work harder.

4 minutes

The Three Pots Rule – how to use it to help reach your financial goals

Financial Adviser, Bradley Clark, looks at how investors and savers can reach their financial goals using the three pots rule.

7 minutes

HL financial adviser's top 5 tax saving tips

Avoid overpaying tax and explore 5 top tax saving tips that could help you make the most of your money, by keeping more of it in your pocket.

6 minutes