Brighter Financial Services Limited

Our Team - Bradley Parry

Contact Brighter Client Exchange

Bradley is a Chartered Financial Planner at Brighter Financial Services Ltd,

Bradley had previous financial services experience when he joined the practice in May 2017. He looks to support clients with a full financial planning service, but specialises in giving retirement and pension advice. He holds the qualifications to advise on pension transfers and became a Chartered Financial Planner in 2020

Client engagement is an area we wish to excel in and Bradley will be working with our clients to ensure that they receive the service we want to offer and the one we know they expect from us.

Bradley is integral to the development of our investment proposition and plays a lead role in due diligence.

Statement of Professional Standing

  • CII Advanced Diploma in Financial Planning
  • CII Diploma in Financial Planning
  • CII Certificate in Mortgage Advice
  • CII Diploma in Regulated Financial Planning
  • LIBF Certificate in Financial Administration and Planning
  • LIBF Certificate in Retail Banking Conduct of Business

Financial Qualifications

  • AF1 - Personal Tax and and Trust Planning
  • AF3 - Pension Planning
  • AF4 - Investment Planning
  • AF5 - Financial Planning Process
  • R01 - Financial services, regulations and ethics
  • R02 - Investment principles and risk
  • R03 - Personal taxation
  • R04 - Pensions and retirement planning
  • R05 - Financial Protection
  • R06 - Financial Planning Practice
  • R08 - Pensions Update
  • CF6 - Mortgage advice
  • J10 - Discretionary Investment Management
  • CeFAP Units 1,2,3&4