Russell is a Board Director and the founder of Brunel. He is responsible for the overseeing of all the Company’s operations.
Chris is a key part of the management team, having been a board director of various other insurance brokers over the last 30 years. He is responsible for advising the board and looking after key clients.
With over 30 years’ experience in the financial services sector, Iain is responsible for managing the Wealth business and recruiting the highest quality advisors and support staff.
Jane is head of Operations and ensures the smooth running of our Quality Assurance, FCA Compliance, Statutory Regulations, Training Competence Programmes, IT, Telecoms and HR.
Carl is the Head of Financial Planning and is responsible for the advice team, providing financial planning and wealth management to Brunel’s key clients. With over 15 years’ experience as a regulated financial advisor, his Chartered status standing as testament to his expertise.
Alex has over 18 years’ experience within the financial services sector, including 10 years as a regulated financial planner. He is responsible for overseeing the private client offering and delivering financial planning and Wealth management to Brunel’s clients.
Siobhan heads up our Accounts Team and is responsible for all functions of our accounting department; from collecting and paying Insurer money to management accounts and payroll.
Hazel heads up our marketing department and is committed to supporting the growth of the Company. Based in our Bristol office, she oversees the marketing, events and PR across the Group.
Katherine has over 20 years’ experience in both large financial services and small independent advice firms. She provides support to the Wealth management team and maintains client relations.
© 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