Brilliance Financial Planning

Independent Financial Adviser The Last House, 81 Stanley Hill Avenue, Amersham, Buckinghamshire, HP7 9BA
First meeting at adviser's own cost
Response rating
9.9/10
FCA verified
15th October 2018
We are highly approachable and happy to chat about your needs and options informally
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group pensions
Meet our advisers
Duncan Miles - Investment Manager
Portfolio Manager
Accreditations
Chartered Financial Planner
Scott Taylor - Chartered Financial Planner
Chartered Financial Planner
Accreditations
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

Contact us
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. We will invest the time with you in articulating your needs, understanding your concerns and building your knowledge. We cannot make decisions for you but we can put you in a position to make these for yourself, confident that you are taking a structured, professional approach.

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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

Similar advisers near you

Independent Financial Adviser 0.09 mi
Providing the best unbiased solutions for my clients with a personal relationship.
 
Independent Financial Adviser 0.15 mi
 
 
Independent Financial Adviser 0.21 mi
The Pension Planning Centre helps individuals and families plan for their retirement.
 
Independent Financial Adviser 0.25 mi
Chartered Financial Planners – Planning for all the things that really matter - family, security, values, freedom, financial independence.