Samantha Bradshaw
A Senior Financial Adviser, Pension Planning specialist and Chartered Financial Planner with a portfolio of 200 clients.
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 Alan.
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 you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
I have been with Filsell Wealth since 2017 and since then have been thoroughly looked after. The relationship I have built with them in controlling my pension pot has been excellent.
Recently with the change in interest rates I have been in the fortunate position to be able to adapt my ori...
Every time Sammi and I catch up, I feel that she takes my investments really seriously; as if it was her own money and investment. Sammi is lovely and the service her and the team provide is tailored and personal. What really make it for me is the interest she takes in me and my family who I thin...
I would not hesitate to recommend Samantha Bradshaw. Her advice and support have been excellent. I have valued her sound knowledge and direct, yet empathetic approach. Sam has always made time to inform us and we have quickly formed a trusting professional relationship. The service has always...
The team at St. James' Place are fantastic to work with. Their sound knowledge and advice on the financial market is what makes me feel at ease, knowing that my money is in good hands. Samantha has taken me through everything in such detail, takes all my questions on board and comes back with ...
Samantha Bradshaw has been my adviser for a few years now. She is the ultimate professional and my faith in her and St. James's Place is such that I have recommended her to a friend who is on the verge of retiring and he too has committed to St. James's Place and Miss Filsell.
Sammi provides me with up-to-date, specialist, and to-the-point advice that I can then rely on to design my investment strategy. She clearly understands my priorities and goals and keeps a watchful eye on the performance of my investments as well as new opportunities that may be suitable to my pa...
One of the best moves I ever made was signing up with St. James's Place and Alan Filsell, a St. James's Place Partner. The advice, the support, the security combined with complete professionalism in all their dealings is worthy of endorsement. Completely trustworthy.
I have always been delighted with the advice that Alan has given me. I like the way he keeps in touch to keep me up to date with my investments. I feel that he is total trustworthy and appreciate the support he gives me. I would have no hesitation in recommending him to anyone.
I was introduced to Alan Filsell in 1988, when I was in the process of purchasing a new home. At that time I was given sound financial advice. Over the years he continued to advise me wisely and supported me in the decisions I made. Now in my retirement he visits me annually to assess and update ...
We became clients of St. James's Place many years ago, after attending a presentation given by Alan. Since then apart from bank accounts, he has been our sole financial adviser. He has invariably been helpful and trustworthy, and totally reliable. On a personal level, he has always been kind an...
Alan has advised our family for over twenty years. In that time his professionalism, advice and dedication to detail has been exemplary. It has been a pleasure to entrust our financial wellbeing in his capable hands.
Alan Filsell has provided an excellent level of service throughout the time he has managed my portfolio. He has been proactive, innovative and kept me up to date with market developments.
We would have no hesitation in recommending the services provided by St. James's Place to others. We have enjoyed the close client/adviser relationship that St. James's Place has provided to us in respect to our Group Pension Fund and we are looking forward to a long and fruitful relationship.
I have known Alan since my junior rugby days at Stirling County. I was first introduced to St. James's Place when playing for Scotland. Alan has advised me through my time as a professional rugby player and now in my role as a Director of Taylor Maxwell. As you get older circumstances and outlook...
I have known Alan Filsell for 18 years. He was introduced to my mother through his mother who was a friend. He became my mother's financial adviser. Throughout her latter years Alan provided my mother with sound and trustworthy advice. He was always on hand and would call whenever required. He, I...
Alan Filsell's advice and support has been much appreciated especially since the death of my husband. He has always clearly understood what my needs and priorities are and has then offered me sound and sensible advice. I have also valued the time and effort he makes in visiting ne at home.
Alan has always put our interests first, by giving his trustworthy advice. We would not hesitate in recommending him to our friends, which we have done in the past. He has become a friend, after many years of knowing him.
In a moment of financial panic a cool, reasoned voice is required. At other times routine maintenance is necessary. These are the services Alan Filsell provides in a sincere friendly manner.
Alan Filsell has been our adviser for the last few years and over time we have built up a close working relationship, and the very sound financial advice aside, we now have a personal friend in Alan. We were introduced by a friend but it was more than a year before we actually made the decision t...
Alan Filsell has always given the air of a very sincere person, with complete integrity in his approach to our finances. His service, awareness and advice has always been first class and we would not hesitate to recommend him to anyone in the future.
I have found Alan Filsell to be easy to deal with and very helpful with the decision making with regards to my financial and investment portfolio. I would not hesitate to recommend St. James's Place to any other investors.
I have found Alan to be helpful, knowledgeable and polite at all times in providing sound advice to my wife and I on financial matters.
There when I want without hassling when I don't.
Without the help of Sammi and the team I would have not been able to buy my first home at 23. Sammi assisted me in making smart decisions about the different investment options which were best for me. She took the time to explain the benefits and limitations of all the options in a way that I und...
I have been with Filsell Wealth since 2017 and since then have been thoroughly looked after. The relationship I have built with them in controlling my pension pot has been excellent.
Recently with the change in interest rates I have been in the fortunate position to be able to adapt my ori...
Every time Sammi and I catch up, I feel that she takes my investments really seriously; as if it was her own money and investment. Sammi is lovely and the service her and the team provide is tailored and personal. What really make it for me is the interest she takes in me and my family who I thin...
I would not hesitate to recommend Samantha Bradshaw. Her advice and support have been excellent. I have valued her sound knowledge and direct, yet empathetic approach. Sam has always made time to inform us and we have quickly formed a trusting professional relationship. The service has always...
The team at St. James' Place are fantastic to work with. Their sound knowledge and advice on the financial market is what makes me feel at ease, knowing that my money is in good hands. Samantha has taken me through everything in such detail, takes all my questions on board and comes back with ...
Samantha Bradshaw has been my adviser for a few years now. She is the ultimate professional and my faith in her and St. James's Place is such that I have recommended her to a friend who is on the verge of retiring and he too has committed to St. James's Place and Miss Filsell.
Sammi provides me with up-to-date, specialist, and to-the-point advice that I can then rely on to design my investment strategy. She clearly understands my priorities and goals and keeps a watchful eye on the performance of my investments as well as new opportunities that may be suitable to my pa...
One of the best moves I ever made was signing up with St. James's Place and Alan Filsell, a St. James's Place Partner. The advice, the support, the security combined with complete professionalism in all their dealings is worthy of endorsement. Completely trustworthy.
I have always been delighted with the advice that Alan has given me. I like the way he keeps in touch to keep me up to date with my investments. I feel that he is total trustworthy and appreciate the support he gives me. I would have no hesitation in recommending him to anyone.
I was introduced to Alan Filsell in 1988, when I was in the process of purchasing a new home. At that time I was given sound financial advice. Over the years he continued to advise me wisely and supported me in the decisions I made. Now in my retirement he visits me annually to assess and update ...
We became clients of St. James's Place many years ago, after attending a presentation given by Alan. Since then apart from bank accounts, he has been our sole financial adviser. He has invariably been helpful and trustworthy, and totally reliable. On a personal level, he has always been kind an...
Alan has advised our family for over twenty years. In that time his professionalism, advice and dedication to detail has been exemplary. It has been a pleasure to entrust our financial wellbeing in his capable hands.
Alan Filsell has provided an excellent level of service throughout the time he has managed my portfolio. He has been proactive, innovative and kept me up to date with market developments.
We would have no hesitation in recommending the services provided by St. James's Place to others. We have enjoyed the close client/adviser relationship that St. James's Place has provided to us in respect to our Group Pension Fund and we are looking forward to a long and fruitful relationship.
I have known Alan since my junior rugby days at Stirling County. I was first introduced to St. James's Place when playing for Scotland. Alan has advised me through my time as a professional rugby player and now in my role as a Director of Taylor Maxwell. As you get older circumstances and outlook...
I have known Alan Filsell for 18 years. He was introduced to my mother through his mother who was a friend. He became my mother's financial adviser. Throughout her latter years Alan provided my mother with sound and trustworthy advice. He was always on hand and would call whenever required. He, I...
Alan Filsell's advice and support has been much appreciated especially since the death of my husband. He has always clearly understood what my needs and priorities are and has then offered me sound and sensible advice. I have also valued the time and effort he makes in visiting ne at home.
Alan has always put our interests first, by giving his trustworthy advice. We would not hesitate in recommending him to our friends, which we have done in the past. He has become a friend, after many years of knowing him.
In a moment of financial panic a cool, reasoned voice is required. At other times routine maintenance is necessary. These are the services Alan Filsell provides in a sincere friendly manner.
Alan Filsell has been our adviser for the last few years and over time we have built up a close working relationship, and the very sound financial advice aside, we now have a personal friend in Alan. We were introduced by a friend but it was more than a year before we actually made the decision t...
Alan Filsell has always given the air of a very sincere person, with complete integrity in his approach to our finances. His service, awareness and advice has always been first class and we would not hesitate to recommend him to anyone in the future.
I have found Alan Filsell to be easy to deal with and very helpful with the decision making with regards to my financial and investment portfolio. I would not hesitate to recommend St. James's Place to any other investors.
I have found Alan to be helpful, knowledgeable and polite at all times in providing sound advice to my wife and I on financial matters.
There when I want without hassling when I don't.
Without the help of Sammi and the team I would have not been able to buy my first home at 23. Sammi assisted me in making smart decisions about the different investment options which were best for me. She took the time to explain the benefits and limitations of all the options in a way that I und...
I have been with Filsell Wealth since 2017 and since then have been thoroughly looked after. The relationship I have built with them in controlling my pension pot has been excellent.
Recently with the change in interest rates I have been in the fortunate position to be able to adapt my ori...
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.
