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Bradley Clark
Bradley Clark

Bradley Clark
Chartered Financial Adviser

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

With over 13 years of experience in financial services. I’m 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.

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Based in South West

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In-person meetings

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Phone and Video call

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

I specialise in complex and comprehensive financial planning providing simplified planning blueprints aligned to each set of unique circumstances. I have a keen interest in staying abreast of the latest legislation and allowances, then identifying new planning opportunities to utilise for my clients.

I have an unwavering belief that the starting point for sound and structured financial planning is to carefully listen to my clients’ priorities – then place these at the centre of their strategy. I typically work with my clients over several meetings to strategically design a financial plan which is specifically tailored to their needs.

Reducing risk and optimising tax-efficiency is central to my philosophy. I'm passionate about harnessing the power of compounded returns, to help my clients enjoy greater financial freedom and security – for themselves and their loved ones.

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.


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