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

Size
Small
Phone
N/A
Email
N/A
Locations
Temple Quay, 3, Temple Back E, BS1 6DZ
01173252224
9:00 - 17:00
Digital Popularity
Social Media
Competitors
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Close Brothers Asset Management
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Moneo Wealth Management
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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 6 years ago.

Status
Active
Size
Micro
Directors
4
Age
6 years old
Employees
14
Turnover
Unreported
Total Assets
£1.6M
Cash in Bank
£12.01K
Total Liabilities
-£3.23M

Director • British • Lives in England • Born in Oct 1958
Director • British • Lives in England • Born in Jun 1980
Director • British • Lives in England • Born in Feb 1980
Director • British • Lives in UK • Born in Jun 1977
Lane Brunel Investments Limited
PSC
Teams
All
11
Management
8
Support
3
Other
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
Chartered Financial Planner • Joined Jul 2024
Senior Client Support • Joined Oct 2024
Paraplanner • Joined Jan 2025
Partner • Joined Dec 2024
Financial Planner - Partner • Joined Nov 2019
Managing Director • Joined Oct 2019
Client Services Manager • Joined Jan 2020
Chaiman • Joined Feb 2020
Chartered Financial Planner • Joined Jul 2024
Paraplanner • Joined Jan 2025
Financial Planner • Joined Oct 2024
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