Russell is a Board Director and the founder of Brunel. He is responsible for the overseeing of all the Company’s operations.
Ria is responsible for advising private and corporate clients on all areas of financial planning and has over 18 years’ experience in financial services. Ria holds the Diploma in Financial Planning, is an Associate Member of the Society Of Later Life Advisers (SOLLA) and was also a finalist for two awards in the Women in Financial Advice awards 2020.
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.
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 adviser, his Chartered status stands as testament to his expertise.
Siobhan heads up our Accounts Team and is responsible for all functions of our accounting department; from collecting and paying Insurer money to the management of accounts.
Tim provides financial planning and wealth management to our high net worth clients. With over 6 years’ experience in financial services and a background in law, he also holds the Advanced Diploma as a Chartered Financial Planner and has achieved the status of Fellow of the Personal Finance Society in 2019, the highest qualification attainable with the CII.
Bringing 2 years’ experience to the team, Ella has a Diploma in Regulated Financial Planning and is currently working towards her Chartered status. As a Paraplanner, Ella takes on a varied role including compiling research and reports that our financial planners use to assist our clients.
With over 30 years’ experience in the financial services sector, Iain is responsible for managing the Brunel Wealth team and recruiting the highest quality advisers and support staff.
Trai joined Brunel in 2020 and works to support the team with administrative tasks and uphold client servicing. He is currently working towards the Diploma in Financial Planning.
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.
Leeann has over 20 years' experience which she utilises to provide support, compile research, review compliance documents and create and review reports of recommendations to clients.
Steve is a Fellow of the Personal Finance Society and brings over 25 years of experience to the team.
He is responsible for the design & delivery of the service we provide our clients. Overseeing the research and due diligence of the solutions we use.
He also manages the support teams and provides technical support to the whole team.
Simon has over 15 years’ financial services experience and works to support the team with administrative tasks and client servicing.
© Copyright 2023 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
The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.