David Bradley – Truro

Wealth Planner

David has been involved in the Financial Services Industry all his working life, formerly with Lloyds Bank, leaving in 1990 to become an IFA. Joining TMS Financial Solutions in 1998 as a director, he helped to develop it into one of the leading IFA firms in the South West.

David believes in creating bespoke financial plans for his clients. His focus is to understand what they want to achieve in life and working out how, from a financial perspective, their goals can best be achieved. From a practical point of view, he will aim to do this in an efficient and cost-effective way, frequently working in conjunction with their other professional advisers.

Married to Sue and with three children, David enjoys cycling, the occasional game of golf and watching his children play various sports.

01872 223 377 / 07989 172627

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