Bradley Roberts
Sheavyn Associates Financial Management
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0113 238 5300
Based in Wetherby
View locationChecks carried out by VouchedFor
FCA Regulated
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 May 2025
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Bradley has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bradley has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Bradley has not yet added their qualifications to their profile
Qualifications not yet added
Bradley has not yet added their qualifications to their profile
Transparent Fees
Bradley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bradley has provided information on their typical fees
Bradley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 May 2025
Bradley and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Bradley has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bradley has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Bradley has not yet added their qualifications to their profile
Qualifications not yet added
Bradley has not yet added their qualifications to their profile
Transparent Fees
Bradley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bradley has provided information on their typical fees
Bradley has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I provide a high quality, fee based financial planning service to my clients, which helps them to achieve their financial goals and objectives and gives them greater clarity, confidence and peace of mind. I specialize in providing holistic financial advice in the following areas: Investment planning for growth or income needs Retirement Planning including specifically advising around taking benefits Inheritance Tax Planning Mortgages Personal and Business Protection The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment
Offers available through VouchedFor
Contact Bradley through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Bradley's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.