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Estate Planning Enquiry
Estate Planning Department
Contact Information
For queries on pensions or for financial advice. Please contact our Gloucester office or fill in the form above.
What Our Clients Say
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 invest
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.
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 .
coltte clifford
16:59 16 Feb 22
Nothing but excellent service from Brunsdons. I can highly recommend Dean Baldwin.
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 helpful
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.
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 Finance
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.
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.
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 partnership
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.
