Business Details
24 Years
experience
Independent Financial Advisers in Nottingham
Established in 2002, Bradstock Bourne is a privately owned financial advisory firm based in Nottingham. We specialise in providing independent, tailored financial advice to private individuals and business owners across the UK. Our services encompass investment planning, wealth management, retirement strategies, and corporate financial solutions, all designed to align with clients' unique goals. With a team of experienced professionals, we prioritise transparency, long-term relationships, and whole-of-market solutions.Our expertise extends to pension scheme trustees, offering strategic guidance on investment governance and regulatory compliance. As an FCA-authorised firm, we uphold rigorous standards of professionalism and client care.
Services
Investment Planning
Wealth Management
Retirement Planning
Estate Preservation
Corporate Pensions
Group Medical Insurance
Employee Benefits
Pension Scheme Trustees
Risk Management
Tax Planning
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in independent financial advice.
- Our tailored strategies prioritise your unique financial goals.
- FCA-authorised with a commitment to transparency and governance.
- Whole-of-market solutions for private and corporate clients.
- Experienced team specialising in pension scheme governance.
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service creates tailored strategies to grow and protect your assets. We assess your financial goals, risk profile, and existing investments to optimise long-term returns. Clients benefit from ongoing portfolio reviews and tax-efficient solutions.
Retirement Planning
We design retirement plans aligned with your lifestyle aspirations. Services include pension consolidation, income projections, and tax-efficient withdrawal strategies. Our goal ensures financial security while adapting to evolving regulations and personal circumstances.
Corporate Pensions
Specialist advice for business owners on workplace pensions, including scheme design and compliance. We help employers meet legal obligations while offering competitive benefits to employees through cost-effective, tailored pension arrangements.
Estate Preservation
Our estate planning minimises inheritance tax liabilities and ensures smooth wealth transfer. We utilise trusts, insurance, and gifting strategies to protect assets for future generations while adhering to current tax laws.
Risk Management
We identify potential financial risks to your wealth and implement protective measures. This includes insurance solutions, diversification strategies, and contingency planning to safeguard against market volatility and unforeseen events.
People
Christopher Hancock
Managing Director
With over 41 years in financial services, Christopher leads client advisory services. He specialises in private client advice and has held director roles since 1994, focusing on long-term client relationships and strategic financial planning.
Peter Wade
Director
Peter co-founded Bradstock Bourne and oversees pension scheme advisory. He holds advanced qualifications in pensions and has advised over 100 UK schemes on investment strategy and regulatory compliance.
Simon Poole
Client Director
Simon specialises in SME financial solutions, combining pensions and tax planning expertise. With 30+ years in finance, he merged his consultancy with Bradstock Bourne in 2012 to expand business advisory services.
Questions
What services does Bradstock Bourne offer?
We provide independent financial advice including wealth management, pension planning, corporate financial solutions, and estate preservation for private and business clients.
Are you regulated by the FCA?
Yes, Bradstock Bourne is authorised and regulated by the Financial Conduct Authority (FCA) under registration number 430306.
How do you tailor financial plans to individual needs?
We assess your financial situation, goals, and risk tolerance to create custom strategies using whole-of-market solutions.
Do you work with pension scheme trustees?
Yes, we offer specialist advice to pension scheme trustees on investment strategy, governance, and regulatory compliance.
What areas do you serve?
We operate nationwide across the UK, with offices in Nottingham providing support to clients in all regions.
