• Financial advisors meeting with clients

    Specialists in Financial Planning

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

    Read more
  • Attend one of our seminars

    We hold regular financial seminars on a wide range of topics

    Read more
  • 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

Financial adviser with client, hand on shoulder, walking down street

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

Read more

Pensions

Elderly couple together on luxury boat, enjoying retirement

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

Read more

Tax Planning

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.

Read more

Financial Planning

Financial adviser calculating

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.

Read more

Investments

Financial advisers with paperwork

Investments

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

Read more

Protection

Family playing with small children, representing family protection

Protection

Our advised protection planning services are suitable if you are looking for the best way to protect you, your family or your business.

Read more

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 8,000 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.

Keep updated

    Enter your email address to receive our regular newsletters and updates.