Adrian Bradley

Senior Associate

About Adrian

After graduating with a Bachelor of Commerce Degree in 1992, Adrian travelled extensively and lived in London and Sydney where he worked for Chase Manhattan N.A., Lloyds Bank and Deutsche Bank amongst others. Upon his return to South Africa, Adrian held various banking and information service sales and management positions, and also completed a Master of Business Administration degree in 2002. Adrian began his advisory career in 2005, predominantly providing corporate employee benefits solutions and advice. He completed a Postgraduate Diploma in Financial Planning and obtained the Certified Financial Planner® designation in 2013 and has been providing expert financial planning, wealth management and advice services to both businesses and individuals since then. In the UK, Adrian also completed the Chartered Institute for Securities and Investment – Level 3 International Certificate in Wealth & Investment Management. Adrian is a devoted family man with a wonderful wife and 2 beautiful daughters, and in his spare time, he enjoys golf, running, scuba diving and snow skiing (when he can find snow). Adrian’s passion is assisting people to structure their wealth in a way that helps them achieve both their personal and financial goals in life.

Qualifications

  • Bachelor of Commerce
  • Master of Business Administration
  • Postgraduate Diploma in Financial Planning
  • CERTIFIED FINANCIAL PLANNER®

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.