Brunel Wealth Ltd, an independent financial planning and wealth management firm, has announced its merger with North Star Wealth Management. With this, Brunel Wealth welcomes experienced and well-established financial planner Ria Bedford, owner of North Star Wealth Management, as Financial Planning Director for the firm.
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, whilst maintaining the relationship with their trusted financial planner.
Ria’s dedication and work ethic complements the ethos and vision of Brunel Wealth, ensuring the highest levels of client service are maintained alongside quality, bespoke planning and advice. She joins an already established team of financial professionals, bringing with her over 17 years’ experience within the financial services sector.
This year, Ria has been announced as a finalist in both the Financial Adviser of the Year (South West) and Woman of the Year – Investment Advice categories for the Women in Financial Advice awards 2020. The results are to be announced on 8th October 2020. Ria is also a proud member of the Personal Finance Society and Chartered Insurance Institute.
Following the merger, Ria said “I am very excited to have joined Brunel Wealth at this stage in the company’s growth. The success already achieved by the wider Brunel Group and its people, as well as the experience and successes achieved individually by the team brought together under Brunel Wealth means I have every confidence that together we will continue to build an incredible wealth management service. I am very happy to have been asked to be a part of it.”
Iain Black, managing director of Brunel Wealth, said “I am delighted to welcome Ria Bedford to the Brunel Wealth team. Ria has had an extremely successful career within financial services and when discussing our vision at Brunel Wealth with her, she was keen to be part of it. Her skills and experience complement the existing team and bring further quality to our offering.”
Brunel Wealth’s expert advisors understand the importance of securing clients’ current and long-term financial wellbeing. Their sole objective is to provide a bespoke proposition, enabling clients to invest in themselves and their futures.
Brunel Wealth Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority.