Brunel Wealth Ltd
Brunel Wealth Ltd is a firm of Independent Financial Advisors (IFAs) based throughout the UK, specialising in financial planning and wealth management. They provide advice to help clients with their financial wellbeing.
- Pensions
- Investments
- Tax Planning
- Financial Planning
- Protection Services
- Retirement and Inheritance Tax Planning
Locations
Digital Popularity
Social Media
Competitors
atomos is a financial planning and investment management firm that provides a range of services to help individuals, families, and charities achieve their financial goals.
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Moneo Wealth Management is dedicated to positively impacting clients' lives through bespoke financial planning.
Company Details
Brunel Wealth Ltd is operated by Brunel Wealth Limited and is a Active company incorporated on 25 October 2019 with the registered office located in Bristol, Bristol. Brunel Wealth Limited was registered 5 years ago.
Status
Active
Size
Micro
Directors
4
Age
5 years old
Employees
12
Turnover
Unreported
Total Assets
£1.53M
Cash in Bank
£39.32K
Total Liabilities
-£3.18M
Teams
11
5
3
3
1
Partner • Joined Dec 2024
Financial Planner - Partner • Joined Nov 2019
Managing Director • Joined Oct 2019
Client Services Manager • Joined Jan 2020
Head Of Proposition & Client Delivery • Joined Dec 2020
Wealth Administrator • Joined Apr 2021
Chaiman • Joined Feb 2020
Paraplanner • Joined Jan 2025
Senior Client Support • Joined Oct 2024
Chartered Financial Planner • Joined Jul 2024
Partner • Joined Dec 2024
Financial Planner - Partner • Joined Nov 2019
Paraplanner • Joined Jan 2025
Chartered Financial Planner • Joined Jul 2024
Financial Planner • Joined Oct 2024
Managing Director • Joined Oct 2019
Client Services Manager • Joined Jan 2020
Chaiman • Joined Feb 2020
Client Services Manager • Joined Jan 2020
Wealth Administrator • Joined Apr 2021
Senior Client Support • Joined Oct 2024
Head Of Proposition & Client Delivery • Joined Dec 2020
View 11 members