Brunel Wealth

Independent Financial Adviser  3 Temple Quay, Bristol, BS1 6DZ
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FCA authorised
Last authorised 25th January 2021
At Brunel Wealth we provide wealth management and financial planning services to our clients, understanding the importance of securing their current and future financial wellbeing.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Lump sum
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National savings
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Regular savings
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Savings for children
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Carl Tuttiett
Partner - Head of Financial Planning
Alex Nicklin
Partner - Head of Private Client
Ria Bedford
Financial Planning Director
Our services

We carry out an in-depth analysis of our clients' current financial situation, identifying where priorities lie as well as their attitude towards risk. Our research allows us to create a recommended investment portfolio, forecast and tailor a financial plan around each client, taking into consideration current arrangements or assets.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

3 Temple Quay, Temple Back East, Bristol, BS1 6DZ

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