Elizabeth Bradshaw

Elizabeth is a Financial Planner, delivering wealth management solutions to our clients whilst forming deep and enduring relationships with them.  

Elizabeth has a strong understanding of our service proposition having achieved the Certified Financial Planner and Chartered Wealth Manager Status. She enjoys helping our clients to achieve their goals and formulate a plan to help them get to where they want to be.  

Outside of work Elizabeth enjoys spending time with her family and friends.  She also likes to travel and keep fit, often out on the water training or racing with her Dragon Boat team.

Qualifications: 

• Chartered Wealth Manager 
• Certified Financial Planner 

Memberships: 

• Chartered Institute of Securities and Investment (CISI) 
• Fellow of the Personal Finance Society (FPFS) 
• The Chartered Insurance Institute (CII) 
• Affiliate of Society of Trust and Estate Practitioners (STEP)