Our Wealth Management service is designed to suit your personal circumstances and to address your needs – however complex. The result? Real world, peace-of-mind financial solutions that make all the difference.

Select a Service

Wealth Management

Helping you plan for your financial future

It’s all about you.

It’s about creating a viable strategy that focuses on your lifestyle objectives and which then delivers a real-world, peace-of-mind financial solution.

It’s also about flexibility and choice. Your choice. You choose the service option that suits you and your personal requirements – with the proviso that if circumstances change, so can your service level.

Find Out More


Choice, selection, personalisation, fulfilment.

Today’s investors expect and demand more. That’s why we’ve spent years – decades – refining and developing our advice and investment solution.

The result? A robust, adaptable and flexible investment experience that will reflect your life choices and adapt to your changing circumstances.

Find Out More


For you, your family, your assets

Securing peace of mind protection for yourself and your family is an integral component of a financially comfortable lifestyle.

Everyone’s needs are unique of course and at Brunsdon Financial we understand your personal circumstances will be a huge deciding factor in our recommendations. We can help you put robust protection in place to address potential issues such as health and loss of income – and of course that all-important life assurance.

Find Out More