Brunsdon Financial
Initial consultation free
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We believe that decisions about your financial future are amongst the most important you will ever make. A carefully managed financial plan can help you achieve your lifestyle goals and provide security for your family. If your financial requirements are complex, who better than a trusted, qualified financial Consultant to help you make sense of your options and recommend viable solutions?
We believe that is the true value of professional advice.
As a Brunsdon Private Client, we will discuss with you, and agree, a level of service to suit your personal circumstances and needs. In this brochure you will find all the information you need to help you make that decision.
Of course, nothing beats sitting down and talking to us. We offer a free, face-to face initial meeting during which we will explain how Brunsdon Wealth Management can assist you.
We look forward to helping you realise your financial aspirations.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Dean Baldwin
Senior Financial Adviser
Brian Morman
Chairman, Senior Financial Adviser
Jon Rhind
Senior Financial Adviser
Andrew Jones
Senior Financial Adviser
Compliance
Brunsdon Financial is the trading name of Brunsdon Financial Services Ltd. (Reg. No. 03434005), Brunsdon Asset Management Ltd. (Reg. No. 07098607) and Brunsdon Employee Benefits Ltd. (Reg. No. 11021460). Brunsdon Employee Benefits Ltd is an appointed representative of Brunsdon Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax advice and some elements of Automatic Enrolment. All companies are registered at Goodridge House, Goodridge Avenue, Gloucester, GL2 5EA. Tel. <phone number hidden> E-mail. <email address hidden> Web. <url hidden>.
Legal information
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