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.
Alex is head of Operations and holds 27 years' insurance industry experience within operational, risk and governance roles. Alex oversees the smooth running of our Quality Assurance, FCA Compliance, Statutory Regulations, Training Competence Programmes, IT, Telecoms, HR and payroll.
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.
Ria is responsible for advising private and corporate clients on all areas of financial planning. She has over 17 years’ experience in financial services, having qualified as a regulated financial adviser 12 years ago. Ria is also a finalist in two awards in the Women in Financial Advice awards 2020; winner announced on 8th Oct.
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.
Tim provides tailored financial, investment and tax planning advice to our high net worth clients. Tim has over 6 years’ experience in financial services while also holding the Advanced Diploma as a Chartered Financial Planner and achieving the status of Fellow of the Personal Finance Society in 2019, the highest qualification attainable with the CII.
Jon holds 6 years’ experience advising individuals with their personal finances and supports the wider Brunel Wealth team servicing clients. Jon is currently awaiting his final results for the Diploma in Regulated Financial Planning and continues to study to obtain chartered status.
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