Alan Bradley
DipPFS
Financial Adviser with True Potential
As a dedicated financial adviser, I help individuals, families, and business owners navigate life’s financial complexities with confidence, clarity, and purpose.
With 20 years of experience in wealth management and financial planning, I specialise in creating personalised strategies that align with each client’s unique goals — whether it’s building long-term wealth, planning for retirement, optimising tax efficiency, or preserving a legacy.
I take a holistic, relationship-driven approach to advising — one that goes beyond numbers to understand the full picture: your values, your lifestyle, your ambitions...
Through tailored financial plans, disciplined investment strategies, and ongoing support, I empower clients to make informed decisions that bring lasting peace of mind.
- CII Level 4 Diploma in Financial Planning - CII - 23/11/2012
- Certificate in Life and Pensions - CII - 05/10/2012
- CII Level 3 Certificate in Financial Planning - CII - 11/11/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
