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  • Specialists in Financial Planning

    We are a firm of Independent Financial Advisors (IFAs) based throughout the UK

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  • A photo of a Brunel roadshow event in Manchester

    Attend one of our seminars

    We hold regular financial seminars on a wide range of topics

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  • We strive to achieve unparalleled customer service

    We work side-by-side with our clients as their trusted planner to understand their needs and individual circumstances.

Retiring and IHT Planning

Retiring and IHT Planning

Planning for retirement, managing inheritance tax, investing for your family and ensuring you make full use of tax-efficient structures for your finances is the core of what we do

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Life Insurance

Life Insurance

If a family member developed a serious illness or died, most families would be thrown into a situation which, as well as creating emotional concerns, could make them struggle to make ends meet.

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Business Protection

Business Protection

Protection for businesses should be as highly prioritised as protecting your family.

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Pensions

Pensions

Whatever you envision doing when you retire, whether it is travelling the world, taking up a new hobby, moving abroad or something else – the earlier you start to plan, the easier it will be

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Tax Planning

Tax Planning

We can steer you through the complex tax world, making sure that you take full advantage of some of the generous tax allowances we all have available to us.

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Financial Planning

Financial Planning

Life is a journey in which your finances play a crucial role. They can make it an enjoyable journey with a happy ending, or an unhappy journey in which there is no ending in sight.

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Investments

Investments

Investing your hard earned money is the key to a successful financial plan.

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Your Independent Financial Planners

We are proud to be an independent wealth management and financial planning specialist.

Brunel Wealth is part of the Brunel Group who act for over 12,000 professional clients, employ over 130 staff and have 7 UK offices including Bristol, Manchester, Perth and London.

We provide professional advice with a client-focussed approach to ensure we fully understand your financial goals. At Brunel, our expert financial planners understand the importance of securing your current and long-term financial wellbeing. Our sole objective is to provide a bespoke proposition, enabling you to invest in yourself and your future.

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