Bradley & Associates, Accountants

http://www.bradleyandassociates.co.uk/

Welcome to the home page of Bradley & Associates on the net. We are a firm of Chartered Certified Accountants based at Stourport-on-Severn in the heart of Worcestershire. Our firm is about being proactive and providing a bespoke solution to help you achieve your business objectives. We can help you set business goals and then formulate strategic initiatives and projects in order to achieve them. We are proud of our track record of helping local businesses grow and prosper and are committed to offering a personal service, whilst maintaining the highest professional standards. Bradley & Associates is a member firm of ACCA, the Association of Chartered Certified Accountants. 

If you are looking for an accountancy firm who are genuine business advisers call us us now on 01299 879140 to arrange a meeting. We will discuss your detailed requirements and demonstrate how our firm's proactive approach will make a positive difference to your business future. Have a look at our Testimonials page to see what our clients say about us or read my blog here for latest news and advice. Robert Bradley, Principal

Bradley Associates Ltd

http://www.bradley31.co.uk/

Welcome

With a history of involvement in many significant buildings and engineering works within the local area, Bradley Associates name has been associated with quality service to the construction industry for over 20 years.

Today, we remain an independent engineering consultancy and offer multidisciplinary services from our office in South Wales.

 

Our website has been created to inform visitors of our approach, capabilities and experience. We hope you will find our web site informative and that you will be encouraged to seek our assistance in any future projects.

  

We firmly believe that a modern Engineering Consultancy should contribute to the space, architecture and ultimately to the success & value of the overall scheme on all projects large or small.

Bradley Associates: Portfolio Maintenance

http://www.widepr.com/press_release/10684/bradley_associates_portfolio_maintenance.html

This is a buy low, sell high approach, this is the target that every investor aims to achieve.

Such is the importance of asset allocation to a client’s overall wealth management strategy that, in addition to our periodical reviews, we continually reconcile a client’s plan against their risk profile. 

In doing this we are, in effect, double-checking our clients’ positions based on our extensive experience and their tolerance for risk.

Bradley Associates: Balancing Your Portfolio To Meet Your Needs

Balancing your portfolio is a feature of your plan that keeps it up to date and in line with your goals. At Bradley Associates we completely understand your need to keep on top of your investments. These are in effect your very own family jewels. However over zealous handling of any portfolio can often result in less than optimal results.

It takes discipline to see past this desire, allowing us to sell off any asset that has performed well and at the right time. This must be done with a view to re-investing the profits into a part of the portfolio that has performed less well.

This is a buy low, sell high approach, this is the target that every investor aims to achieve. By re-investing in your portfolio you can maximize its potential. This process is called rebalancing and it can be instrumental in ensuring that your portfolio and overall plan achieves the goal originally set down at the outset.

Your involvement in and understanding of Bradley Associates rebalancing process is critical. It reinforces our commitment to you and your financial health, as a result, you go away better informed, educated and secure in the knowledge your future is in safe hands.

Bradley Associates: The Company - From Bradley Associates’ inception, its founders’ core beliefs have remained a constant and defining aspect of the firm.

In a world of giant organizations with a broad array of services, there was room for a specialized firm with the highest levels of professionalism and integrity and senior-level attention to clients and relationships.

Bradley Associates: Private Services - Seasoned professionals who have extensive experience undertaking corporate finance transactions from within business consultancy practices run our Business Funding department.

Bradley Associates can supply business operations with assistance in business plans and also pass on management advice in support of applications for corporate finance. We are able to bring real and applicable knowledge to almost any type of corporate finance project. 

Bradley Associates: Entrepreneurial - Strong management teams are the foundation of Bradley Associates’ investment strategy. 

When we invest, we look for management partners who have a proven track record in building a company, and a clear vision for taking that company to the next level.

Over the past 20 years, our investment partnerships have taken many forms

Bradley Associates: Portfolio Essentials

http://www.prbd.net/News_17457.aspx

Monitoring you portfolio is essential as the financial market changes strategies may change accordinly.

Monitoring you portfolio is essential as the financial market changes strategies may change accordinly. Bradley Associates provides a monitoring service to make sure you and your investments are working. 

How does it work? 

An investment portfolio with Bradley Associates can contain investments from North America, Europe and Asia, including equities, IPO and managed funds. We will provide you with a direct line of access to your assigned portfolio manager so you can manage your portfolio at anytime. 

What are the features? 

• Regular Reporting: You will receive a consolidated report on a quarterly basis, which summarizes all aspects of your portfolio and performance for the period. These reports include a portfolio valuation, portfolio performance summary, distribution statement and investment transaction summary. 

• Annual Tax Summary: You will receive an annual tax summary following the completion of the financial year to simplify the preparation of your tax return. 

• Efficiency: The investment manager will concentrate on making quality decisions in a timely manner to optimize your portfolio. 

What are the benefits? 

• Simplicity: A single account that controls inflows and outflows from your portfolio and summarized reporting. You will only have one contact for all of your investments, rather than one contact per investment. 

• Choice: The Private Wealth service offers a variety of well researched, built and managed portfolios consisting of both domestic and international investments. 

• Control: You retain ownership of your investments, with full access to your money as required. 

• Peace of mind: Private Wealth incorporates a custody and administration service ensuring your investments are being held and managed in a cost effective and professional manner. 

• Value: All fees related to the investment portfolio are fully transparent so you know exactly what you will be paying for. 

• Professional Management: You will have the benefit on an experienced investment team who are overseen by an Investment Committee. The investment portfolio team will manage your investment strategy. All portfolios are comprised of investments professionally selected and reviewed to ensure they are optimizing returns against the set criteria for each portfolio. 

An investment portfolio with Bradley Associates can contain investments from North America, Europe and Asia, including equities, IPO and managed funds. We will provide you with a direct line of access to your assigned portfolio manager so you can manage your portfolio at anytime. 

The Company - From Bradley Associates’ inception, its founders’ core beliefs have remained a constant and defining aspect of the firm. 

In a world of giant organizations with a broad array of services, there was room for a specialized firm with the highest levels of professionalism and integrity and senior-level attention to clients and relationships.