Brilliance Financial Planning

Independent Financial Adviser  The Last House, Amersham, Buckinghamshire, HP7 9BA
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FCA authorised
Last authorised 6th July 2020
We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
Meet our advisers
Duncan Miles - Portfolio Manager
Investment Manager
Scott Taylor - Chartered Financial Planner
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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