Thinking of using the new pension freedoms? Think cash flow planning first.

As financial advisers, one of the most important exercises we will carry out with clients is cash flow planning.

For those of you who have been through this process already, you’ll know that it provides a wonderfully clear look forward into the future at your financial situation at any given point. Read more …

Proud to be awarded prestigious certifications

We are delighted to announce that Brunel and several of our team have been awarded two prestigious Standard certifications, demonstrating our commitment to best practice and extremely high levels of financial planning knowledge and service. Read more …

2015 Client Survey Results

As always, we would like to extend our thanks to all of our clients who took part in this year’s client survey. All of your feedback is taken into account and it really does provide us with an invaluable way of both measuring how we are doing whilst  enabling us to make specific improvements that matter to you. Read more …

Market Comment – Muddling Through

When last I shared my thoughts on what might be in store for markets, investor confidence was being assailed from a variety of directions. Yet somehow we seem to have managed to survive. Greece has got its bailout money, though at a hefty price; the Budget was well received and China failed to implode. Markets have regained a degree of stability as a consequence. While shares are hardly racing away, the restoration of the status quo has brought a degree of comfort to investors.

Read more …

Summer Budget 2015 Overview

Introduction

It’s a parliamentary tradition that while making the Budget speech, the Chancellor may drink whatever he wishes. Previous Chancellors have opted for whisky (Kenneth Clarke), gin and tonic (Geoffrey Howe) and even sherry and beaten egg (William Ewart Gladstone). Reflecting more sombre and health conscious times, both Alistair Darling and Gordon Brown went for water and the current Chancellor, George Osborne has followed this dour, modern tradition. Read more …

Brunel Capital Partners is a sister company of Pilgrim Financial Planning