Guide: A Guide to NISAs

From 1st July 2014, ISAs will be called NISAs (New ISAs).

NISAs are generous, tax-efficient accounts. They are easily accessible and widely available to UK savers and investors.

Our Guide to NISAs is produced to explain what they are, how you can use them and how you can choose the best NISA for your requirements, especially taking into account the new rules as of 1st July 2014.

You can download the guide by clicking below.

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ISAs: now much NISA

Virtually all the headlines surrounding George Osborne’s recent Budget were about the changes to the pensions rules. Rightly described as the biggest changes to pensions legislation for a hundred years, they will have far-reaching implications for the financial planning of many of our clients.

With all the attention devoted to pensions, it was easy to overlook a radical overhaul of the rules governing Individual Savings Accounts – ISAs as they were formerly known and NISAs (New Individual Savings Accounts) as they’ll now be called.

Read more …

View from the Tower – Charlotte Gaffey

charlotteAs part of a regular feature in our monthly newsletters we will be taking a sneaky look into the lives of the people that make Brunel Capital Partners tick. This month, we get to know our new Financial Planning Assistant Charlotte…

1. What attracted you to Brunel Capital Partners?

What attracted me to Brunel was the personal touch and client-focused approach. Read more …

Market comment – a personal view of Brian Tora

In the jargon –ridden world of investment, many terms and phrases conceal the real meaning of events to the casual observer. Describing a market upset as down to “Geo-political concerns” is not taking advantage of a purely financial term, but it does rather obfuscate what might be actually happening. With economic data generally rather supportive of a more optimistic approach for markets, and merger and acquisition activity adding extra spice, the recent failure of shares to make more headway has been ascribed to “Geo-political concerns”.

Market Comment 17th June

Welcome to the team, Charlotte!

DSC_13341This month, we’re delighted to welcome Charlotte Gaffey to the Brunel team, as a Financial Planning Assistant.

Charlotte joins us from a SIPP administration company where she worked as part of the investment team and so has plenty of financial services experience already, having previously completed her degree in History at Coventry University.

Charlotte has already hit the ground running and will be working closely with the team, dealing with elements of our client communication process; contributing to annual reviews, and day-to-day correspondence with clients. She will also be furthering the knowledge she already has of financial service, building up her understanding of pensions and investment with a view to completing her financial exams at some point in the not too distant future.

Away from work, Charlotte is currently based in Yate and spends much of her free time with friends; travelling, dancing or hitting the gym. She has spent a year abroad, splitting her time between Bordeaux, France and Long Beach, California. If the weather is good then Charlotte’s weekends will normally involve a trip to the beach, although we’re sure Bristol’s sand doesn’t quite compare with the East Coast of the US!

All of us here are delighted that Charlotte has agreed to become a member of the team and we hope you’ll all join us in welcoming her to Brunel!

Charity cycle date approaches…

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We’re now just one month away from our Summer charity bicycle ride and so the preparations have been stepped up! Extra training is taking place, more stretches occur around the Brunel office every day and orders for the more comfortable bicycle seats available have increased at all good online retailers!

With all that preparation, the serious news is, of course, the money being raised for charity and we’re pleased to announce that we’re nearly 60% of the way towards our total goal of £3,000, at the time of writing.

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Your contributions so far have been invaluable and both ourselves at Brunel and our chosen charity, Children’s Hospice South West (CHSW), are incredibly grateful for your support.

CHSW, if you are not already familiar with them, are a fantastic cause, dedicated to helping children who are living with life-limiting or life-threatening conditions and their families. The work they do really is amazing, filling their three local hospices with joy and laughter on every occasion, to make the most of the time the children they look after get to spend with their families.

The ride our team are taking part in is organised by CHSW and it will see our five brave cyclists (Andy, Beccy, Damien, Dave and Steve) spend three days in the saddle over the course of the 11th July – 13th July weekend. Dubbed ‘The Ride for Precious Lives’, our group will join the other CHSW riders and visit the three charity hospices; starting in Cornwall and returning to the Charlton Farm hospice near Bristol, having covered the 210 mile course.

Thank you if you have already donated to the ride: your donation really will make a difference and we are extremely grateful for your support. If you have not yet donated and feel as though you are able to, you can do so at our Just Giving page here, or get in touch with us directly via any of the methods on the Contact Us page.

Thank you again for your support for this great cause… now, we’d better get back to the training!

View from The Tower – Damien Rylett

2525506_damiensphotoforwebWe have been taking a sneaky look into the lives of the people that make Brunel Capital Partners tick. This time, we get to know Managing Director, Damien Rylett…

1. What first attracted you to Brunel Capital Partners?

I was responsible for setting the business up. The opportunity to establish a business that was totally focussed on its clients was hard to resist.
Read more …

View from The Tower – Beccy Kedward

beccyAs part of a regular feature in our monthly newsletters we will be taking a sneaky look into the lives of the people that make Brunel Capital Partners tick. We get to know Beccy Kedward…

1. What first attracted you to Brunel Capital Partners?

The vision & the quality

2. What is the most enjoyable part of your job?

Making the numbers work & team chocolate.

3. Describe yourself in three words

Determined, reliable & (slightly) rambunctious
Read more …

Brunel Capital Partners is a sister company of Pilgrim Financial Planning