Wealth
Management

Helping you plan for your financial future

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Innovative financial planning strategies

Decisions you make now about your financial future are amongst the most important you’ll ever make. Remember that financial and retirement planning is about more than buying savings, investment and pension products. It means thinking about protecting your family, your home – maybe your business – and how to make the most of your tax breaks so that your estate is passed on in the most efficient way and according to your wishes.

Financial & Retirement Planning

Inheritance Tax Planning

Investments

Financial Protection

Financial & Retirement Planning

Inheritance Tax Planning

Investments

Financial Protection

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Speak to one of our qualified Financial Advisers

That’s why you need the high quality, focused advice and innovative financial planning strategies that we can deliver.

Expert Advice

Discover potential shortfalls in your financial planning

Find out if you’re on track to meet your goals for retirement

Talk about your generational planning

Find out if you could make better use of your personal allowance

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Scalable services to grow with you

Wealth Management
Standard
  • Unlimited access to your Adviser
  • Brunsdon Financial Investment Strategies
  • Brunsdon Financial Personal Finance Platform (Basic)
  • Access to Administration Hub
Wealth Management
Active
  • Unlimited access to your Adviser
  • Brunsdon Financial Investment Strategies
  • Brunsdon Financial Personal Finance Platform (Basic)
  • Access to Administration Hub
  • Face to face review meeting with Adviser
Wealth Management
Bespoke
  • Unlimited access to your Adviser
  • Brunsdon Financial Investment Strategies
  • Brunsdon Financial Personal Finance Platform (Premium)
  • Access to Administration Hub
  • Face to face review meeting with Adviser

Book your free initial consulation

Our ethos is more than just managing money. It’s all about you, your needs and your goals. Get in touch so we can talk about you.

Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.

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