about us our wealth planners david bradley
Advanced Diploma in Financial Planning (CII)
Diploma in Financial Planning (DipPFS)
David has worked as a Wealth Planner and Independent Financial Adviser for 30 years. Formerly a director of TMS Financial Solutions, he joined Succession when TMS became part of the Group in 2016.
"I am married to Sue and we have three children, I enjoy cycling, the occasional game of golf and watching my children play various sports."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.