Welcome to Brunsdon Financial. We are a leading independent financial services company based in Gloucester, dedicated to helping our clients achieve their financial goals and aspirations. With over 85 years of experience in the industry, we have built a reputation for providing high-quality advice and exceptional service to individuals and businesses alike.
Who We Are
Brunsdon Financial is a 100% privately-owned, long-established financial services company incorporating Brunsdon Financial Services Ltd, Brunsdon Employee Benefits Ltd, Brunsdon Asset Management Ltd, Brunsdon Estate Planning Ltd and B Mortgage Services Ltd.
The company was established by Gilbert Brunsdon (pictured left) back in 1932. Initially it comprised an office in Gloucester city centre that provided life insurance and pensions services to farmers.
Throughout the 1950s and 1960s, the company continued to grow. As financial and investment products were developed, Brunsdon was able to offer a wider range of services to its customers. By the late 1970s/early 1980s, and due to the increasing complexity of the market, Brunsdon was reformed into an insurance broking arm and a financial services advisory arm. Our current Chairman, Brian Morman, joined the company during this phase of development (in 1983). Gilbert Brunsdon sadly passed away in 1982.
Brunsdon Financial Services and Brunsdon Insurance Services continued to grow apace. In the 2000s, the businesses separated and now operate as independent entities. However, we still work closely together and have many mutual clients.
Today we are recognised as one of the UK’s leading entrepreneurial financial services consultancies. We have chosen to retain the feel of a family run business, and some members of staff have been with us for over 20 years. Perhaps most importantly, we are still run according to Gilbert Brunsdon’s original business ethos of integrity, value and excellent customer service.
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.
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
At Brunsdon Financial, we take pride in serving clients all over the UK with our comprehensive range of financial services. While our reach extends nationwide, our headquarters are based in the city of Gloucester.
If you would like to visit us at our Gloucester office, please feel free to contact us to schedule an appointment. Our team is always ready to welcome you, discuss your financial goals, and provide you with expert guidance to help you achieve them.