Adrian Bradley
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Adrian Bradley Email & Phone Number

Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser at Holborn Assets LLC
Location: Grand Bay, Rivière Du Rempart, Mauritius 12 work roles 5 schools
1 work email found @holbornassets.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Role
Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser
Location
Grand Bay, Rivière Du Rempart, Mauritius
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Who is Adrian Bradley? Overview

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Adrian Bradley is listed as Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser at Holborn Assets LLC, a with 454 employees, based in Grand Bay, Rivière Du Rempart, Mauritius. AeroLeads shows a work email signal at holbornassets.com and a matched LinkedIn profile for Adrian Bradley.

Adrian Bradley previously worked as Senior Partner at Holborn Assets Llc and Senior Associate at Holborn Assets Llc. Adrian Bradley holds Level 4 Certificate In Advanced Wealth Managementment, International Certificate In Advanced Wealth Management: Applied Financial Advice And Management, Level 4 Uk Qualification from The Chartered Institute For Securities & Investment (The Cisi).

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{first}.{last}@holbornassets.com
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Profile bio

About Adrian Bradley

With several high-level qualifications and decades of experience, I am one of the most knowledgeable international cross border tax specialists you can find.Born in South Africa with UK roots, I graduated with a Bachelor of Commerce Degree, majoring in Marketing and Business Administration in 1992. I then travelled extensively, living in London and Sydney where I worked for Chase Manhattan N.A., Lloyds Bank and Deutsche Bank amongst others. I completed a Master of Business Administration Degree in 2002, and began my advisory career in 2005, predominantly providing corporate employee benefit advice. I completed a Postgraduate Diploma in Financial Planning and obtained the Certified Financial Planner® designation in 2013 and have been providing expert financial planning, wealth management and advice services to both businesses and individuals since then. I am a member of the Chartered Institute of Securities and Investment in the United Kingdom and hold a Level 4 Certificate in International Advanced Wealth Management, which I obtained in 2020.In 2019 I joined Holborn as a Senior Associate in their Johannesburg Office, but my family and I are now based in Mauritius, after we embarked on a life changing journey by opening the Holborn Mauritius office during the remnants of the COVID pandemic in 2021. I am now a Senior Partner and well versed in cross border financial planning, wealth and tax structuring, as well as global mobility and investment.My wife Melissa (the love of my life) and I have two beautiful daughters, and in my spare time I enjoy socialising and family time on the beach, golf, running, scuba diving and snow skiing (when I can find snow) I've been to Everest Base camp, run 3 ultra marathons, countless marathons and ½ marathons, am a PADI Advanced Open Water Scuba Diver and have a single figure handicap if I can get a game of golf in.My passion is assisting people structure their wealth in a way that helps them achieve both their personal and financial goals in life. I like to call myself the "co-pilot" in the journey through life - the journey is one travelled together with you - you have a destination in mind, and I will help navigate all the twists and turns and ups and downs to get there.Reach out to me directly here on LinkedIn by booking a meeting on the "Book a time with me" tab in my profile, email me at adrian.bradley@holbornassets.com visit us online at http://www.holbornassets.com or WhatsApp direct at +278 4237 4262

Listed skills include New Business Development, Insurance, Sales Management, Business Strategy, and 32 others.

Current workplace

Adrian Bradley's current company

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Holborn Assets LLC
Holborn Assets Llc
Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser
united arab emirates
Employees
454
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12 roles

Adrian Bradley work experience

A career timeline built from the work history available for this profile.

Financial Planner

Johannesburg Area, South Africa

Certified Financial Planner®| Expertly helping to manage your wealth and journey though life | Grow your business | Holistic Financial Planning | Investment Management | Asset Allocation

Jul 2016 - May 2019

Regional Manager - Momentum Consult

Mmi Holdings Limited

Gauteng

Regional Manager of Consultants assisting clients to structure and run their businesses to enhance its financial wellness, and be an employer of choice.

May 2010 - Jun 2016

Head:New Business Operations

Sales Management, Operations, New Business Development

Aug 2005 - Apr 2010

Md

Toot N Scoot

Johannesburg Area, South Africa

Started and ran the first business in South Africa to provide a service to take people and their car home if they were inebriated.

Sep 2002 - Aug 2005

Marketing Executive

Johannesburg Area, South Africa

Head hunted from I-Net Bridge to manage and expand Reuters' e-commerce products and services in the Fund and Asset Management Industry in South Africa

Jul 2001 - Jun 2002

Product Manager

I-Net Bridge

Johannesburg Area, South Africa

Proprietary financial services software product manager - go to market strategy, design and implementation for the software product

Oct 1999 - Jun 2001

Operations Manager

The Backsky Group

Johannesburg Area, South Africa

Nov 1998 - Sep 1999

Manager

Johannesburg Area, South Africa

Audit and redesign of Foreign Currency Investment account back office systems and procedures

Nov 1997 - Oct 1998

Graduate Management Trainee

Sydney, Australia

Position offered varied and challenging opportunities in the areas of design, co-ordination and implementation of procedures to integrate the rollover of loan portfolios for clients into Deutsche back office systems. The process involved integrating the booking and tracking of option deals, between the dealing desk and our department. Involved in looking at and enhancing the deal-flow, capture and reporting systems used by the department.

Jun 1996 - Aug 1997

Operational Specialist

London, United Kingdom

After graduating I moved to London and held various positions in the banking and financial services' environment during my travels around Europe. Employed by Lloyds Bank and Natwest Financial Services among others.

Apr 1993 - Feb 1996
Team & coworkers

Colleagues at Holborn Assets LLC

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5 education records

Adrian Bradley education

Level 4 Certificate In Advanced Wealth Managementment, International Certificate In Advanced Wealth Management: Applied Financial Advice And Management, Level 4 Uk Qualification

International Certificate in Advanced Wealth Management: Applied Financial Advice and Management

12

Jeppe High School For Boys
FAQ

Frequently asked questions about Adrian Bradley

Quick answers generated from the profile data available on this page.

What company does Adrian Bradley work for?

Adrian Bradley works for Holborn Assets LLC.

What is Adrian Bradley's role at Holborn Assets LLC?

Adrian Bradley is listed as Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser at Holborn Assets LLC.

What is Adrian Bradley's email address?

AeroLeads has found 1 work email signal at @holbornassets.com for Adrian Bradley at Holborn Assets LLC.

Where is Adrian Bradley based?

Adrian Bradley is based in Grand Bay, Rivière Du Rempart, Mauritius while working with Holborn Assets LLC.

What companies has Adrian Bradley worked for?

Adrian Bradley has worked for Holborn Assets Llc, Momentum, Mmi Holdings Limited, Alexander Forbes, and Toot N Scoot.

Who are Adrian Bradley's colleagues at Holborn Assets LLC?

Adrian Bradley's colleagues at Holborn Assets LLC include Rochelle Felson, Joanne Curtis Mlibf Dipfa, Sam Daynes, Warren Peacock Financial Adviser, and Dermot Monaghan Ma Bsc Dippfs Cert Cii Efa.

How can I contact Adrian Bradley?

You can use AeroLeads to view verified contact signals for Adrian Bradley at Holborn Assets LLC, including work email, phone, and LinkedIn data when available.

What schools did Adrian Bradley attend?

Adrian Bradley holds Level 4 Certificate In Advanced Wealth Managementment, International Certificate In Advanced Wealth Management: Applied Financial Advice And Management, Level 4 Uk Qualification from The Chartered Institute For Securities & Investment (The Cisi).

What skills is Adrian Bradley known for?

Adrian Bradley is listed with skills including New Business Development, Insurance, Sales Management, Business Strategy, Risk Management, Financial Services, Management, and Investments.

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