Richard Salter, Chartered Financial Planner - Senior IFA

Richard is an Associate of the Personal Finance Society and amongst the first thousand advisers in the country to attain the coveted Chartered Financial Planner accreditation. Specialising in retirement planning, inheritance tax mitigation and investment portfolio management Richard has been advising clients for sixteen years.

Richard is a firm advocate of holistic, and fully independent, financial advice. He says the most important decision you make about your financial needs is to seek out fully independent financial advice from specialists in your particular area of need. Far too many advisers are restricted in the range of solutions they can provide or are simply not qualified to the higher levels necessary to ensure your interests are best met when more complicated solutions may be required.

A family man with two children Richard lives in Bradford on Avon.

Neil Bradley - Independent Financial Adviser

Neil started his career in the Financial Services Industry in 1987.  After 11 years of working for a major life assurance company where he reached Team Manager status and qualified for their prestigious “Salute to the Stars” event, awarded only to the top advisers in the UK, Neil eventually joined the Independent Financial Adviser fraternity.

Neil has worked as an Independent Financial Adviser and Compliance and Training manager for a local financial adviser company which he helped to set up and develop. Neil was looking for a fresh challenge and along with Mike joined Richard at Kingfisher Financial Planning, an already established prestigious and well respected local practice.

During his 25 years in the financial services sector Neil has seen many changes including the introduction of new technology for research and analysis which he embraces. This philosophy is shared by all at Kingfisher Financial Planning who now offer their clients  21st century technology to manage and assist their client’s financial affairs.

Neil has always strived to offer his clients a first class personal service, and this philosophy continues today.

Michael Lees - Independent Financial Adviser

Michael has some 20 years experience as a Financial Adviser both as  a personal and corporate adviser. Michael feels that the importance of holistic financial planning plays an important part of clients needs now and in the future. He feels clients should look towards a relationship with their adviser which involves all areas of financial needs.

Michael is a family man and has two children.

Angela Stacey - Office Manager

Angela is responsible for general day to day administration as well as managing marketing and investment valuation activities for the practice. Mother of four growing children Angela has worked in a number of roles principally in the hospitality industry where she helped run a number of pubs, an Inn and a wine bar giving her tremendous business experience, combined with practical common sense.

Angela will be your first point of contact with Kingfisher and will deal with all matters professionally and confidentially.