About Brunsdon Financial

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.

Billy Twelvetrees Taking a Conversion. Brunsdon Financial at Gloucester Rugby

Our Values

Identify 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


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


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

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.

Brunsdon Financial Services

Delivers financial services for private clients, for example pensions, wealth management and financial protection products

Brunsdon Estate Planning

Setting up a clear representation of your final wishes around money, property & possessions. Ensuring that it is protected and preserved for your loved ones.

B Mortgage Services

Offers hassle-free mortgage services and advice.

Brunsdon Asset Management

Offers long-term, consistent and robust investment solutions for private clients.

Brunsdon Employee Benefits

Provides a range of group scheme benefits, business protection and corporate investment solutions for companies of all sizes

Our History

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.

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
Based on 25 reviews
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Nick Adkins
Nick Adkins
19:37 22 Sep 22
First class financial advice.
Martin Beale
Martin Beale
21:30 16 Feb 22
There are good processes in place to help establish the correct level of investment. I feel comfortable in making an... investment with Brunsdon and did not feel any pressure in deciding to investread more
John Simpson
John Simpson
19:28 16 Feb 22
Brian manages our affairs at Brunsdon. He has a deep and authoritative knowledge of financial planning and a genuine... interest in matching products to individual client's needs and aspirations. All this in placed in the wider context of lifestyle planning. This distinguishes the service from other providers and represents a real USP. We recommend him to you without reservation.read more
Eddie Stapleton
Eddie Stapleton
18:03 16 Feb 22
Brunsdon Financial have been instrumental in setting up and maintaining my pension investments for many years both as... an employee of a large company and more recently as a retiree. Their advice has always been excellent and well explained and my contact st Brunsdon, Dean Baldwin, is always available to discuss my needs. I have no hesitation in recommending this company .read more
coltte clifford
coltte clifford
16:59 16 Feb 22
Nothing but excellent service from Brunsdons. I can highly recommend Dean Baldwin.
Julia Marsan
Julia Marsan
14:03 16 Feb 22
I have worked with Brunsdon on both a professional level and as a personal client for many years and have always found... them very responsive. Investments have been well managed and the advice I receive is impartial and helpfulread more
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
Chris Fletcher
Chris Fletcher
19:16 17 May 21
I have been working with Brunsdon Financial for over 30 years and I have never had an issue or a problem. The team have... been very professional and have gone out of their way to help and support not only me. But also my Daughter and Son, providing us all with excellent value. Everyone has always responded to my requirements. It has been a pleasure to be associated with Brunsdon Financeread 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

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.

Gloucester Office

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Gloucester Office

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