We are here for our customers during these unprecedented times. If you have any queries or would just like to speak with someone in the team, please get in touch with your usual contact at Brunel Wealth or click 'READ MORE' for contact information.
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We are a firm of Independent Financial Advisors (IFAs) based throughout the UK
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We are here for our customers during these unprecedented times. If you have any queries or would just like to speak with someone in the team, please get in touch with your usual contact at Brunel Wealth or click 'READ MORE' for contact information.
Read more
We work side-by-side with our clients as their trusted planner to understand their needs and individual circumstances.
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
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.
Protection for businesses should be as highly prioritised as protecting your family.
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
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.
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.
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 6,500 personal, commercial and corporate clients throughout the UK, covering a wide spectrum of insurance and financial services.
At Brunel Wealth, 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.
© Copyright 2020 Brunel Wealth Ltd Registered in England & Wales.
Company Number: 12281992 Registered Office: 3 Temple Quay, Temple Back East, Bristol BS1 6DZ
Brunel Wealth Ltd is regulated as an Appointed Representative (AR) of Best Practice IFA Group Ltd who are authorised and regulated by the Financial Conduct Authority. FCA Number: 223112