Paul Bradshaw
Personal Wealth Adviser @Schroders Personal Wealth
Darlington, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2019 — Present
Personal Wealth Adviser @Schroders Personal Wealth
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A trustworthy adviser providing holistic advice to clients across Co Durham, North Yorkshire and the surrounding areas. I work very closely with my clients and advise across a wide range of areas, including savings, investments, inheritance tax and protection.I have over 27 years experience in financial services with a focus on keeping things simple, whilst always being honest, upfront and ethical.
SKILLS
Relationship ManagementPortfolio ManagementFinancial ServicesPrivate BankingFinancial PlanningStrategic Financial PlanningWealth ManagementHigh Net Worth IndividualsWealthInvestment ManagementBankingPersonal Financial PlanningInvestmentsInvestment AdvisoryRetirement PlanningRetail BankingPensions
ABOUT PAUL BRADSHAW
Personal Wealth Adviser at Schroders Personal Wealth
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