About Brunsdon Financial

Whether you are an individual investor looking for financial solutions that reflect your lifestyle choices or a blue-chip company searching for a group scheme that meets yours and your employees’ needs, the advice we give will always be tailored to your requirements and based on your needs and goals.

Our Values

Indentify Your Needs

We will take time to identify and understand your needs and goals. Your needs will always be uppermost. We will listen. We will seek to understand. We will advise you

Robust, adaptable and flexible

Any solutions we suggest will be robust, adaptable and flexible. They will be relevant to your needs, cost-effective and fit for purpose

Understanding

We are committed to ensuring that you fully understand the advice we give and the products you have purchased from us

Clear and transparent

We will offer you a level of service that meets your needs. Our charging structure will be fully explained and we will always be clear and transparent

Trust & integrity

We endeavour to build trusting and long-lasting relationships with all of our clients, based on integrity, value and an outstanding level of service

Charity

We are committed to ‘giving something back’ to our community through our Brunsdon Heartfelt Foundation.

Our People

Each and every member of our team is committed to delivering the very highest level of customer service to our clients. You will find us all approachable, trustworthy, professional and knowledgeable.

Many of the team have worked for Brunsdon for more than 20 years. As such they have a depth of knowledge and a dedication to service that are a constant source of inspiration to their colleagues and clients alike.

What Our Clients Say

We have been around since 1932 and have built up a trustworthy reputation in that time. We pride ourselves on having excellent, long-lasting relationships with our clients and each and every member of our team is committed to delivering the very highest level of customer service.

Brunsdon Financial
5.0
Based on 20 reviews
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Patricia Davies
Patricia Davies
07:31 20 May 21
Brunsdon have looked after my financial affairs for the past fifteen years or so and I have always received an... excellent service. They provide regular reviews with clear and precise reporting. My portfolio of investments has grown steadily and I would be happy to recommend them to anyone who is thinking of engaging them.read more
Elizabeth Morgan
Elizabeth Morgan
12:32 17 May 21
I have always dealt with Dean and find him professional and very helpful and friendly. If you contact him he always... replies by return which is worth a lot. He sorted my pension and explained things to me in language I could understand. I would definitely recommend Dean to my family and friends.read more
Timothy Lewindon
Timothy Lewindon
12:54 15 May 21
I've been a client of Brunsdon Financial for around 25 years. I have been completely satisfied with their services and... have no reservation in recommending them. I am given an Annual update on the performance of my investments and in addition specific advice whenever I have needed it. Brian Morman as Senior Financial Adviser and Chairman has always made himself available to answer related questions. In addition he joins Brooks MacDonald"s Investment Director to give a regular video conversation addressing the current and predictive movements in the Financial Markets.Altogether highly recommended.read more
John Cullen
John Cullen
12:07 15 May 21
We've been investors for a few years now and are delighted with the way our holdings have grown. We are in this for the... long term, but our investments have been doing very well recently, despite the pandemic. We value the professional way that we have been treated, and look forward to many more successful years in partnershipread more
Peter Martin
Peter Martin
08:33 14 May 21
I have been a client of Brunsdon for over 15 years. I have always found them to be very focused on providing a high... quality and professional service. I would have no hesitation in recommending them to anyone seeking an informed and responsive financial adviser.read more
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Our Charity Work

Our fundraising foundation, Heartfelt, has been raising money for local charities and sponsoring charitable events for decades.

Over the years we have contributed well in excess of £100,000 to good causes by riding, climbing, wing walking, zip-wiring, dancing, marathon running, selling (and eating!) cake, golfing – even writing books in aid of charity. You name it, we’ve done it!

Where To Find Us

Although we service clients all over the UK, our offices are located in Gloucester and Central London.

Please select a location to see more information.

Gloucester Office

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Gloucester Office

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London Office

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London Office

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