At Brunel Wealth we understand that no two clients are the same. We take the time to really know you, clarifying your current circumstances and encourage (sometimes challenge) thoughts on what’s really important to you and those you love; then work together to target these objectives and achieve peace of mind. We work closely with all our clients and meet you throughout your financial journey, holding regular reviews to ensure goals remain on track, and to take account of any changes that life has brought along the way.
Working side by side to reach your goals
The process starts with getting to know you and understanding your current circumstances, what’s important to you and when you’d like to achieve it. We know that to share your dreams takes trust, and by meeting regularly you’ll have the opportunity to get to know us better too; most of our clients have worked with their financial planner for years. We will ensure you have a complete understanding of our services and carry out an in-depth analysis of your current financial situation to identify where priorities lie and demonstrate the level of risk you need to take (if any). Our research allows us to create forecasts, provide a recommended investment portfolio and tailor your financial plan around you, taking into consideration current arrangements or assets.
Following a meeting, we put together a next step proposal which will be fully discussed and agreed before being implemented. Once the plan is under way, the review process begins.
We meet with you regularly to measure the performance of the investments driving the plan, and if circumstances change, we take relevant action to minimise the effect. Your financial planner will be there when your goals are achieved, encouraging you to embrace the next stage of your life and the different financial challenges that could bring. It’s these individual requirements and the complexity of your plan which guides the nature and regularity of your reviews.
