Samantha Bradshaw
APFS
A Senior Financial Adviser, Pension Planning specialist and Chartered Financial Planner.
Sammi cut her teeth in one of the top performing St. James's Place Practices in London before moving to Scotland to gradually take over from her father Alan in 2021.
Provides financial advice including investment and inheritance planning, pension planning and protection. Working with a range of clients, from self employed families; to business owners looking to extract money or sell; to employees and partners of large firms all with one common goal: To help secure their future.
Building individual solutions and using regular reviews to establish clear objectives to help achieve your outcomes.
For our more experienced investors Samantha discusses strategy's in depth to create more complex long term solutions.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
About
Having began her career in London Sammi is a Scottish country girl at heart. She specialises in tax and pension planning which has become especially prevalent under the current government. Her role is to help people and businesses plan for and protect their futures.
She chairs the Sandstone Foundation to inspire young people to be a part of their own solution.
When not staring at spreadsheets she is passionate about field sports and the outdoors. The company motto; Plan Build Protect chimes in harmony with wider conservation and countryside values. Formerly a team GB skier, she enjoys shooting and working Angus the spaniel.
Testimonials
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.
