SewellBrydenGunn, Chartered Financial Planners, Securities Pensions and Investment Advisers

Independent Financial Adviser  Chartered Financial Planners & Wealth Management, Securities, Pensions and Investment Advisers, Ascot, Berkshire, SL5 7ET
First meeting at adviser's own cost
Friendly, Professional Wealth Management and Financial Planning expertise, for whatever life throws at you, clearly explained, with You in mind.
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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Buy my next home
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Equity release
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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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National savings
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Neil Sewell BA (Jt Hons.) MBA APFS Chartered MCSI Chartered Financial Planner
Client Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.

Accreditations
Chartered Financial Planner
What our clients say
“SewellBrydenGunn has consistently delivered excellent service. They have provided me and my family with good clear financial advice for many years. The wide ranging technical knowledge demonstrated and the level of service provided have always been at a very high level. SBG have always been there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Very professional, yet friendly with a personal touch. It is easy dealing with SBG and they have definitely helped me get my financial life organised. I would not hesitate in recommending SewellBrydenGunn to anyone who wants an outstanding professional friendly service.” (ML Camberley)
ML, Camberley
“A very big Thank You to SewellBrydenGunn for helping me be more organised with my financial affairs and encouraging me to take a more pro-active approach with my money and investments and helping me focus on achieving my personal goals too! … Simply the best advice … I would highly recommend … SewellBrydenGunn and in particular Neil Sewell provided me with a Professional Financial Plan followed by technical Investment Advice tailored specifically to my investment needs and financial situation. He was thorough and his advice was very good and he explained it very clearly. I was very impressed. I would not hesitate in recommending SewellBrydenGunn … outstanding professional friendly. (MT Camberley)
MT, Camberley
“SewellBrydenGunn provided simply the best advice I have ever had from a Financial Adviser. I would highly recommend them to anyone” ( SP Farnborough)
SP, Farnborough
“Dear SewellBrydenGunn, many thanks for all your excellent help with my pensions planning and your first rate investment advice. I am looking forward to my next review….! . . I would have no hesitation in recommending SewellBrydenGunn for Independent Financial Advice and Lifestyle Investment Planning. Good advice, no selling tactics and a clear fee charging structure.” (AS Mytchett)
AS, Mytchett
About us

SewellBrydenGunn, Chartered Financial Planners, is based in ASCOT, Berkshire and BAGSHOT, Surrey, where the principal has been providing financial planning and advice to the local community since 1997. At the start, we initially set out to look after all of our clients' financial planning needs and requirements, whether they be private individuals or business owners. Whilst we still do this, we now also spend time managing our clients' growing wealth. We aim to provide the highest quality independent financial advice and a value added professional yet friendly service.

SewellBrydenGunn is directly authorised and regulated by the Financial Conduct Authority. (a business name of SCM Finance which can be found on the FS Register No. 306034)

Our services

Over the years, our clients’ needs and priorities have changed as their assets have grown so that we are now administering very significant pension and investment portfolios. Our Wealth Management function provides a complete professional service which forms an integral part of our client offering and impacts on all of our pension and investment related advice.

Our objective is to provide you with a highly personal service which will help you to grow your money and preserve your wealth.

We will keep you updated and informed about your investments and help you to make the right decisions.

Where to find us
Head office address: Chartered Financial Planners & Wealth Management, Securities, Pensions and Investment Advisers, Pension Analysis and Transfers, Black Diamond Investment Portfolio Service, Tax & Estate Planning, Our Offices are at: Black Diamond, Index House, St Georges Lane, Ascot, Berkshire, SL5 7ET
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021

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