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.
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.