Mark Bradley - Financial Adviser

As a partner with True Potential I work with Professionals and Business owners to help them achieve their business goals.

I have spent over 30 years working in London and the Midlands. I am both a member of the Personal Finance Society qualified to Diploma level and a Chartered Insurance practitioner.

But just as importantly I have a good understanding of the issues which concern clients.

– Most professionals are too busy or have no inclination to use their spare time to focus on their finances.

– Many clients have a spread of financial products, which they have taken out over time, but no overall strategy, or awareness of the likely returns from these plans.

– There is rarely a strong, positive and long-term relationship in place with an adviser.

– Many clients particularly Accountants, Lawyers and Business Owners have only made a token contribution to pensions

Our Research tells us that a different type of service is required.

We use Technology to the full.

Q. How would you like to

• Access your portfolio 24/7 via your smart phone?

• Set Financial goals and monitor them via your own client website?

• Top up previously advised Pensions and Individual Savings Accounts (ISA’s) with as little as £1, or as much as you need to stay in line with your goals? (impulseSave®)

I provide this holistic financial planning service to the following clients:

– Accountants and Lawyers

– Business Owners and Self-Employed

– High Net worth Individuals

I am happy to offer any advice on financial planning, so please feel free to contact me.

Mark Bradley Financial Adviser

Areas Served

  • Midlands
  • London

Mark Bradley - Financial Adviser

Mark Bradley - Financial Adviser

As a partner with True Potential I work with Professionals and Business owners to help them achieve their business goals.

I have spent over 30 years working in London and the Midlands. I am both a member of the Personal Finance Society qualified to Diploma level and a Chartered Insurance practitioner.

But just as importantly I have a good understanding of the issues which concern clients.

– Most professionals are too busy or have no inclination to use their spare time to focus on their finances.

– Many clients have a spread of financial products, which they have taken out over time, but no overall strategy, or awareness of the likely returns from these plans.

– There is rarely a strong, positive and long-term relationship in place with an adviser.

– Many clients particularly Accountants, Lawyers and Business Owners have only made a token contribution to pensions

Our Research tells us that a different type of service is required.

We use Technology to the full.

Q. How would you like to

• Access your portfolio 24/7 via your smart phone?

• Set Financial goals and monitor them via your own client website?

• Top up previously advised Pensions and Individual Savings Accounts (ISA’s) with as little as £1, or as much as you need to stay in line with your goals? (impulseSave®)

I provide this holistic financial planning service to the following clients:

– Accountants and Lawyers

– Business Owners and Self-Employed

– High Net worth Individuals

I am happy to offer any advice on financial planning, so please feel free to contact me.

Areas Served

  • Midlands
  • London

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.