Samantha Bradford MSc FPFS

Founder at Simplicity Financial Planning Ltd
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Location
Milton Keynes, England, United Kingdom, UK

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Stephen Church

The other day I accompanied my daughter, Hannah, to Sam's Milton Keynes offices. Hannah is going through an emotionally difficult separation and needs to know where she stands financially before deciding between renting and buying and, if the latter, what kind of property she can afford. What was so gratifying and memorable about Sam's approach was its 'human' nature. She understood that Hannah needed more than straightforward 'financial advice'. Sam gave Hannah her time and her understanding. She took the trouble to find out about what Hannah wanted from life, now that she's facing a future bringing up her boys alone. Sam asked and she listened, with considerable empathy. Hannah came away from the meeting with her fears of an uncertain future allayed - reassured that she faces a financially secure and independent future. Thank you Sam - for your knowledge, your kindness and your understanding.

Amanda Wright

From the moment that you meet Sam it's obvious that thinking for the other person is her way - whether she can help, add value, connect you with someone... Her authentic, personable and yet immensely professional attitude, sets her apart in what can be a very grey, corporate world. Since we met through networking Sam has become a client of Yellowyoyo's and I'm delighted for many reasons. Not only are we in contact very regularly - which is a joy - but we've also had the opportunity to help her to develop her offer and to create a brand aligned to her skills and most importantly her dreams for the journey that her business will take. I strongly recommend anyone wanting sound and realistic financial advice, a keenness to investigate what life can bring and a plan to get there, to speak to Sam first!

Sue Garner

I attended one of Samantha's online financial education webinars and was impressed with how jargon-free and clear the information was! Sam was engaging, easy to understand and also allowed us to reflect on our own circumstances which ensured we were fully involved and able to apply what we were learning immediately. The webinar was interactive and informative and Sam made a dry subject interesting and engaging! I'd definitely recommend attending one of Sam's webinars in the future.

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Credentials

  • Rapid Transformational Therapist
    Rapid Transformational Therapy Ⓡ
    Jul, 2022
    - Sep, 2024
  • Certified Women's Leadership Coach
    One of many
    Feb, 2022
    - Sep, 2024
  • Certificate in Relational Financial Planning
    Know Thyself Coaching and Consulting Ltd
    Dec, 2020
    - Sep, 2024
  • Certified Money Coach CMC
    The Money Coaching Institute
    Oct, 2020
    - Sep, 2024
  • Chartered Financial Planner
    Personal Finance Society
    Apr, 2012
    - Sep, 2024
  • Fellow of the Personal Finance Society FPFS
    Personal Finance Society
    Apr, 2012
    - Sep, 2024
  • STEP certificate for Financial Services
    Society of Trusts and Estate Practitioners
    Jul, 2009
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Jan 2020 - Present

      Having gained valuable experience over the past 20 years advising clients face to face on their long term financial planning goals, I launched Simplicity Financial Planning Ltd, to continue my passion to bring straightforward, honest and simple to understand advice to those who need it. I give peace of mind by becoming a trusted adviser to help my clients navigate through an ever more complex and evolving financial industry. I make sure I take the time to fully understand you and what… Show more Having gained valuable experience over the past 20 years advising clients face to face on their long term financial planning goals, I launched Simplicity Financial Planning Ltd, to continue my passion to bring straightforward, honest and simple to understand advice to those who need it. I give peace of mind by becoming a trusted adviser to help my clients navigate through an ever more complex and evolving financial industry. I make sure I take the time to fully understand you and what makes you tick so that I can create and design the best financial plan for you which helps you to get and keep the life you want. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Show less Having gained valuable experience over the past 20 years advising clients face to face on their long term financial planning goals, I launched Simplicity Financial Planning Ltd, to continue my passion to bring straightforward, honest and simple to understand advice to those who need it. I give peace of mind by becoming a trusted adviser to help my clients navigate through an ever more complex and evolving financial industry. I make sure I take the time to fully understand you and what… Show more Having gained valuable experience over the past 20 years advising clients face to face on their long term financial planning goals, I launched Simplicity Financial Planning Ltd, to continue my passion to bring straightforward, honest and simple to understand advice to those who need it. I give peace of mind by becoming a trusted adviser to help my clients navigate through an ever more complex and evolving financial industry. I make sure I take the time to fully understand you and what makes you tick so that I can create and design the best financial plan for you which helps you to get and keep the life you want. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Show less

    • Wealth Planner
      • Mar 2015 - Jan 2020

      Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services

    • United Kingdom
    • Investment Management
    • 700 & Above Employee
    • Chartered Financial Planner
      • Feb 2014 - Mar 2015

      Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services

    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Jan 2013 - Feb 2014

      Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Oct 2011 - Dec 2012

      Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premier IFA
      • Feb 2009 - Sep 2011

      Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Client Manager
      • Nov 2005 - Feb 2009

      Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services Providing financial solutions to high net worth individuals which includes: - Pensions - Asset Management - Estate & Tax Planning - Protection - Retirement Planning - Alternative Investments - Traditional Banking Services

Education

  • University of Gloucestershire
    Master's degree, Accounting and Finance
    2020 - 2021
  • Maidstone Grammar School for Girls
    1985 - 1992

Community

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