for INDIVIDUAL, INFORMED & INDEPENDENT FINANCIAL ADVICE
“I am a small business and have limited financial experience so having someone explain, in simple terms, how to set up a pension, ISA and investment funds has been invaluable. They take their time to answer your questions however silly they sound and make an effort to ensure you really understand what is happening with your money.
The team at Bradbury Hamilton have been helpful, courteous and always there. I can send an email requesting help and will receive a prompt reply or phone call on the same day."
"I have been a Bradbury Hamilton client for almost 20 years, during which time my requirements for financial advice and investment guidance have changed a great deal, as indeed has the global financial situation, financial regulations and the qualifications for financial advisers.
Throughout this time Bradbury Hamilton has always been able to explain in fairly simple terms what my options have been and also how forthcoming financial regulations might possibly affect my investments in the future. Most recently I have had a very comprehensive review of my private and personal pension funds prepared, outlining the various options and providing me with the necessary information to make some long term financial decisions.
Sheriar and his team are always friendly, polite and there at the end of a phone or via email to help at any time providing tailor made financial advice."
Michael & Jill Brett
"Bradbury Hamilton have been our financial advisers for several years. Initially they were responsible for managing our portfolio and suggesting changes to our investments. Discussions with them have been particularly useful during these times of economic downturn and we have felt that their advice has always been professional and driven by our interests rather than the level of commission paid. Where an investment has proved less advantageous than hoped this has been pointed out in the annual review with reasons for either retaining or selling.
More recently we have used the company for Inheritance Tax Planning. Here a fairly new scheme was recommended but, we felt confident, not before it had been thoroughly investigated and tested by Sheriar. He then put much effort into explaining the various aspects of the scheme and making sure we fully understood its implications. No one was too busy to clarify any point on which we were unclear.
AdminIstratively we find the level of service good, paperwork has been handled efficiently and quickly, and over the past two years efforts have been made to simplify the annual report and couch the summary in a form easily understood by the layman.
Although we are relatively small investors we have always been treated with courtesy and efficiency and given well thought out advice. We look forward to our continued association wit h the company."
"I’ve been a client of Sheriar for around 20 years and a client of Bradbury Hamilton since inception. The investment advice given over this time on Pensions, FSAVCs, ISAs and investment options eg Wrap Platform has been of a consistently high standard.
I’m a financial professional but don’t have the time to devote to wade through the vast array of options available and pick the best to suit my circumstances – fortunately I’ve had Bradbury Hamilton to do that for me. The advice is always clear and pros/cons of each option explained which as a client gives me great confidence. Any queries I’ve raised have been answered promptly and fully by the team."
"I have been a client of Bradbury Hamilton for over 7 years and value the advice they have given me over that time. From administrators through to the managing director, I have received a courteous, friendly and professional service.
They are painstaking in their attention to detail, ensuring that you, the client, understand the schemes and risks. Their knowledge and advice has always been in my best interests and has enabled me to invest for my retirement to best advantage – no mean feat, given the economic uncertainties and volatility of recent years."
"I have worked with Bradbury Hamilton for over ten years and am always impressed with their in-depth and up-to-date knowledge. Sheriar Bradbury has always taken great care to present personally-tailored financial advice and thus I feel in very safe hands. Taking a lead from such a meticulous and courteous figurehead, Bradbury Hamilton’s staff echo a friendly and highly effective ethos."
Mark G Edmonds
"Modern progressive approach coupled with personal service."