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.
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.
David is a founder Partner with St. James's Place Wealth Management, joining in December 1991.
He specialises in the areas of Pension, Investment and Inheritance Tax Planning; working with Private Clients and their families to protect and enhance earned and inherited wealth.
Many of his clients are or have been very successful business owners and professionals who are looking for individual, tailored advice.
Leckie believes in financial empowerment and helping people to create more options by achieving financial freedom through planning and education.
She provides holistic financial advice working with individuals and businesses; helping them find practical solutions for their financial issues that are a concern to them.
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Leckie wants that experience to be positive in every sense. She is proud to provide a friendly, easy to understand and honest face-to-face advice service tailored to individual circumstances. It is important to her that she builds a long-term relationship with her clients, providing them with a source of trusted advice as their financial needs evolve and develop over the years.
Leckie helps her clients in many areas of wealth management, including retirement planning, wealth protection, savings and investment planning.
Lesley has been a Practice Manager at St. James’s Place for 11 years and manages all client interactions between the Advisers and clients.
She is, more often than not, the first contact point for clients contacting the Practice and ensures the Practice operates efficiently.