Business Details
24 Years
experience
Trusted Independent Financial Advisers in Nottingham
Bradstock Bourne is a privately owned independent financial advisory firm established in 2002, dedicated to providing tailored financial strategies for private and business clients across the UK. Our team of experienced professionals, with decades of combined expertise, specialises in creating comprehensive wealth management solutions that align with individual and corporate financial objectives.We prioritise client relationships, offering whole-of-market advice to address diverse needs, from retirement planning to corporate pension schemes. Our governance framework ensures transparency and adherence to the highest industry standards. With offices in Nottingham, we combine local market knowledge with national regulatory compliance to deliver sustainable financial outcomes.
Services
Investment Planning
Wealth Management
Retirement Planning
Estate Preservation
Corporate Pensions
Pension Scheme Advice
Employee Benefits
Risk Management
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in independent financial advisory services.
- Our team holds advanced qualifications including the Diploma in Financial Planning.
- We provide tailored whole-of-market solutions for individual and corporate clients.
- Our governance framework ensures transparency and adherence to regulatory standards.
- We specialise in complex pension scheme management for trustees and businesses.
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
Our Investment Planning service designs strategic portfolios tailored to individual risk profiles and financial goals. We analyse market trends and client circumstances to optimise returns while managing volatility. This service caters to high-net-worth individuals and businesses seeking long-term capital appreciation through diversified asset allocation.
Corporate Pensions
Corporate Pensions advice focuses on establishing and managing workplace pension schemes that align with business objectives. We assist employers in selecting appropriate schemes, ensuring regulatory compliance, and optimising benefits for employees. Our expertise includes group risk management and pension trust governance for sustainable corporate retirement solutions.
Estate Preservation
Estate Preservation strategies protect accumulated wealth for future generations. We implement tax-efficient structures and legal frameworks to safeguard assets against unforeseen circumstances. This service addresses inheritance planning, trust creation, and intergenerational wealth transfer while maintaining liquidity for current beneficiaries.
Pension Scheme Advice
Pension Scheme Advice provides trustees with strategic guidance on investment governance and regulatory compliance. Our specialists deliver tailored solutions for scheme management, including risk assessment and benefit structure optimisation. We support trustees in meeting fiduciary responsibilities while ensuring long-term scheme sustainability for members' benefits.
Risk Management
Risk Management services identify and mitigate financial vulnerabilities for individuals and businesses. We assess exposure to market fluctuations, life events, and regulatory changes to develop protective strategies. This includes insurance solutions, contingency planning, and scenario analysis to ensure financial resilience against potential threats.
People
Christopher Hancock
Managing Director
With over 41 years in financial services, Christopher leads client advisory services. He specialises in private client wealth management and employee benefits, holding the Diploma in Financial Planning. His expertise spans strategic financial consulting for high-net-worth individuals.
Peter Wade
Director
Peter brings extensive pension scheme expertise, managing over 100 UK pension schemes. He focuses on trustee advisory services and corporate pension solutions, combining regulatory knowledge with investment strategy development to optimise retirement outcomes for businesses.
Simon Poole
Client Director
Simon specialises in SME business advisory and wealth planning. With 30+ years' experience, he provides integrated solutions for corporate clients and individual investors, focusing on tax-efficient structures and intergenerational wealth transfer strategies.
Questions
What areas of financial advice do you specialise in?
We specialise in independent financial advice covering wealth management, retirement planning, corporate pensions, estate preservation, and pension scheme trustee advisory services.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 430306.
Do you work with both individuals and businesses?
Yes, we provide tailored financial solutions for private clients and corporate entities, including pension scheme trustees and business owners.
How do you ensure transparency in your services?
We maintain a clear governance framework, disclose all applicable fees, and provide regular reporting to ensure complete transparency in all our advisory services.
What makes your pension scheme advice unique?
Our pension scheme advisory team has managed over 100 UK schemes, combining investment expertise with regulatory compliance to deliver strategic trustee support.
