Bradley Legrand
BA (Hons) APFS
As a Chartered Financial Planner, based out of both our Nottingham and London offices, Brad focuses on providing advice to business owners, entrepreneurs and professional clients. From initially discovering and understanding their goals and aspirations, he then helps them to formulate strong and effective financial planning strategies.
About
Having co-founded and exited two businesses prior to starting Carter Legrand Wealth Strategies, he understands first-hand how important it is to have a strong professional team who understand the direction in which a business is travelling – both financially and on an emotional level.
As well as his client work, Brad is an active member of the Personal Finance Society and the Chartered Insurance Institute. He also sits on the Committee of Nottingham Professional Services and raises funds for the St. James's Place Charitable Foundation.
On top of general practice experience, Brad specialises in tax-efficient profit extraction and both corporate and personal investment and protection planning and retirement strategies. He is the Practice-lead on advice to Business Owners.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
