Specialists in Financial Planning
We are a firm of Independent Financial Advisors (IFAs) based throughout the UK
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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
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.
Business Protection
Business Protection
Protection for businesses should be as highly prioritised as protecting your family.
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
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.
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.
Investments
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.
