Brad initially joined the business as a Trainee Wealth Manager after successfully achieving a first-class honours degree in Economics and Finance at Keele University.
Brad decided to follow his passion for investment, economics and finance by joining the Sovereign team, with his heart set on truly making a considerable difference to people’s lives. During his time at Keele University, Brad made a significant contribution to not only the university, but his peers, founding the Economics and Finance society and being involved in a number of charitable causes.
Budding with ambition and determination, Brad is now a fully qualified Financial Planner having completed his Level 4 qualification in Regulated Financial Planning with the Chartered Insurance Institute, and is now progressing on to Chartered status.
Brad continues to grow and maintain long lasting relationships with his clients, ensuring their needs are always met, and the service we provide continues to be bespoke, reliable and to the highest possible standards.
In his spare time, Brad enjoys going to the gym and keeping fit, practising meditation, along with spending quality time with his girlfriend, family and friends.