Russell is a Board Director and the founder of Brunel. He is responsible for the overseeing of all the Company’s operations.
01173252224
contactus@brunelwealth.co.uk
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.
01174286780
riac@brunelwealth.co.uk
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.
01174506772
alexn@brunelwealth.co.uk
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.
01174506770
carlt@brunelwealth.co.uk
Dominika is an expert Paraplanner that brings a wealth of experience to the team. She works hard to create easy-to-understand financial plans and reports that help clients reach their goals. Dominika is great at making complicated financial matters simple, so clients can feel confident about their decisions. She’s always learning and she loves working with others to give the best service possible.
Outside of work, adventurous extrovert Dominika loves scuba diving or skiing, whilst the introverted part of her enjoys reading, furthering her knowledge or going to the gym.
01174503150
dominikaz@brunelwealth.co.uk
Beth is an important part of our Client Support team at Brunel Wealth. She brings warmth and enthusiasm to her work, always ready to help both our planners and clients. Whether she’s helping prepare for meetings or answering client questions, Beth works hard to keep things running smoothly.
Beth is also keen to learn and has started studying for her Diploma in Financial Planning, showing her dedication to growing in her career.
In her free time, Beth enjoys travelling, trying new foods, spending time with friends and family, as well as going for walks.
01173250970
beths@brunelwealth.co.uk
Steve leads our Proposition & Client Delivery team at Brunel Wealth. He brings over 30 years of experience and a huge knowledge of financial planning. Steve is qualified as a Chartered Financial Planner and a Fellow of the Personal Finance Society. He oversees our research, due diligence, and ensures Operations run smoothly.
Steve’s expertise and steady leadership make him an invaluable part of the team.
Away from Brunel, he enjoys cycling, skiing, and loves to travel on family holidays.
01174503151
steveh@brunelwealth.co.uk
Laura is a Financial Planner who cares deeply about helping our clients and is passionate about ethical investing, acting as our in-house expert.
Laura is curious about people’s lives and takes the time to understand them, so we can deliver the best possible outcomes for clients' financial futures.
Outside of work, Laura enjoys cycling, live music and travelling.
01174506754
lauras@brunelwealth.co.uk
Trai is a key part of our team, providing client reports and research as well as ensuring our clients receive great service.
Trai brings lots of enthusiasm, energy, and fun to the team, but he’s also a hard worker who always gives his best on behalf of our clients. He’s committed to learning and growing, and we’re excited to see his career continue to grow with us.
When he’s not working or studying, Trai can be found gracing the local football pitches for Bromley Heath and enjoys spending time with friends and family.
01173250943
traie@brunelwealth.co.uk
Matt is a Chartered Financial Planner at our Stockton office, where he helps clients in the North East with expert financial planning. He takes a caring and detailed approach, making sure each client reaches their financial goals.
Matt’s dedication to his work and his thoughtful planning makes him a trusted part of our team.
Outside of work, Matt enjoys spending time with his young family.
01642680178
mattg@brunelwealth.co.uk
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.
01174506771
iainb@brunelwealth.co.uk
Anna is a key member of the Brunel Wealth team, taking a leading role in our administrative department. As Senior Client Support, Anna makes sure everything runs smoothly, helping clients with their needs and ensuring they always get the best support.
With her strong organisational skills and attention to detail, Anna helps keep our team efficient and our clients happy. She plays an important role in making sure everything is in place, so clients can focus on their financial goals.
Outside of work, Anna enjoys running and exploring the restaurants that Bristol has to offer.
01174506762
annal@brunelwealth.co.uk
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.
01173252224
contactus@brunelwealth.co.uk
James brings a wealth of experience to the team having over 30 years of experience in financial services.
Away from work, James enjoys spending time with family, walking his Cocker Spaniel, playing sports, and travelling on his motorcycle.
01174506773
jamesb@brunelwealth.co.uk
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.
01173252224
contactus@brunelwealth.co.uk
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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.