Comprehensive, life long financial planning
We provide an independent Financial Planning advisory service to individuals who seek comfort and security from knowing they have a life long financial plan in place.
We begin by gaining a full understanding of what’s important to you and how you would spend your time if you had the choice. It is only when we have this understanding that we can build a financial plan to show you how much money you are likely need over the course of your lifetime. Once this is in place you can see the impact certain decisions may have on your wealth over time. It gives financial decision making a context and lets you know how much money you have to invest.
Brunel Capital Partners was founded in Bristol in 2011 by Damien Rylett, Steve Brady, David Buchan and Peter Hill. We now have a team of 12 serving 300 clients. In 2018, we were awarded Chartered Status by the Chartered Institute of Insurance.
We have a sister company, Pilgrim Financial Planning Limited, based in Wells.
In May 2017, we set up IronBright Investment Management Limited to provide a sensibly priced, well diversified, managed portfolio service to our clients.
Please get in touch if you would like to know more. We are happy to meet you in Bristol or Wells, wherever is most convenient for you. 0117 214 0870
Download our Company Values document.
Our Brunel Capital Partners privacy notice explains how we use any personal information we collect about you in conjunction with the regulatory services we provide to our clients. A copy of this notice is available here.