Brilliance Financial Planning

Independent The Last House, 81 Stanley Hill Avenue, Amersham, Buckinghamshire, HP7 9BA
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
21st October 2019
We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Estate planning
    • Income tax
    • Stockbroking services
Meet our advisers
Duncan Miles - Portfolio Manager
Investment Manager
Chartered Financial Planner
Scott Taylor - Chartered Financial Planner
Chartered Financial Planner
Chartered Financial Planner
What our clients say
"Deciding who manages your pension and investments is a big decision. Having been impressed with my initial introduction to the Brilliance Financial Planning team and the mix of services offered, I considered they displayed the right level of attentiveness and understanding about my views on the market and attitude to risk and offered the type of personal touch which would be essential to a medium to long-term relationship. I continue to be impressed with their professionalism, performance and with the quality of their easy to absorb documentation around valuations and choices/recommendations about my investment options. I have no hesitation in recommending Brilliance’s services."
J Lewis, Kent
Where to find us

The Last House, 81 Stanley Hill Avenue, Amersham, Buckinghamshire, HP7 9BA

Make an enquiry
About us

You would expect us to be highly qualified experts, and we are. But good, useful advice often boils down to the quality of your relationship with your adviser. Sometimes, money and planning for our needs can be a source of anxiety; you may be knowledgeable and successful in your field but unsure of the language used and the workings of the financial world or reluctant to depend on someone else. We have years of experience of guiding our clients through the financial minefield and will give you the knowledge and confidence to put you firmly in control of your planning.

Our services

Instead of looking at the individual elements of your financial planning; retirement, school fees, capital creation and so on, it makes sense to see them as a whole. Never before has there been such an array of investment possibilities. This is great news for the well informed but can be confusing for the rest of us. With our help, you’ll be able to introduce sophistication into your planning and make the most of choices you might otherwise not be aware of. We are also authorised discretionary portfolio managers and experienced investment advisers.

Advice methods
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value