Brunel Wealth have celebrated their two-year anniversary of authorisation. Incorporated in October 2019, with FCA authorisation in February 2020, Brunel Wealth has grown healthily over a short space of time.
In what has been the most extraordinary two years, Brunel Wealth has enjoyed rapid growth, both in client numbers, professional partnerships and within the financial planning team.
The now 12-strong team of experienced, highly qualified advisers, including a head of proposition and client delivery, paraplanners and administrators ensures all client support services remain in-house; a positive anomaly as more businesses move to outsourced structures to reduce costs. In addition, Brunel Wealth have access to the wider Group’s marketing, finance and operations teams taking total numbers to 19.
The team’s dedication and commitment to clients highlights the ethos and vision of Brunel Wealth, proven by the number of client and professional partner referrals which have driven this growth.
Group CEO Russell Lane commented, saying “I am proud of where Brunel Wealth have come in the past two years. We have supported our clients through the unpredictability of the pandemic, providing reassurance and peace of mind. To have grown as quickly as we have is a real testament to the exceptional team at Brunel and we plan to maintain this momentum over the coming years.”
Managing Director, Iain Black (pictured) commented “To be celebrating two years of being authorised by the FCA, which was the real commencement of the business, is a great achievement considering the UK was in lockdown within a month of authorisation. To have grown from a team of 4 at the start of the pandemic to 12 just two years later is incredible, and we thank our clients and professional partners for their support and loyalty during this time. The feedback from clients is what drives us and I’m immensely proud of the emails we receive, thanking us for the personal service we provide.”
Brunel Wealth is part of the wider Brunel Group and was established through client requests to work with and benefit from a client-centric advice firm, truly independent of any one financial institution. The success and growth of Brunel Wealth compliments the Group’s achievements, with the commercial insurance business awarded chartered status for its third consecutive year; the gold standard award within insurance.
Brunel Wealth’s sole objective is to provide clarity, value and ongoing peace of mind to private clients, trusts and charities. Being entirely independent at all levels enables Brunel to provide a truly bespoke service, delivered in person by your trusted financial planner. In summary, and to quote a client, they offer “business as it used to be”. To speak to a member of the team and begin your transition to financial peace of mind, call 0117 456 7418 or email email@example.com
Brunel Wealth Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority.