When the why becomes important enough, the how becomes easy

When you set financial planning priorities, it will be because they are exactly that: your priority at that given time.

If you are a Brunel client then you’ll know that we’ll work with you to set a route by which you can arrive at your financial planning priority in good time, through the most streamlined method available, without encountering undue risk.

What gets talked about less in financial planning is that your priorities can and will change. What happens then?

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New year, new vote: What’s the most important financial planning activity for you in 2016?

We’re always interested in hearing from our clients (and from those of you who are not yet clients) and so, to kick off 2016, we thought we’d see if you can narrow down your financial planning priorities to just one choice!

Of course, if you are already a client, then we will likely have already discussed your plans with you, but we’re looking for your answers to this poll anyway to get a very informal, ‘state of the nation’ view on what most people are planning towards in 2016.

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Top ten Christmas reads for business owners

If you’re a business owner with a bit more time than usual over the Christmas period, why not try one of these great titles?

Or if people struggle to know what to buy you as ‘the business owner who has everything’, why not drop a few hints – there’s still time!

At this time of year bestseller lists abound so we thought we’d make our own list and share just a few of our favourite business titles; some published this year, some from a few years ago but all with some great insights into how you can perform better in the world of work.

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Presents that are for life not just for Christmas

The Big Day is fast approaching.

Have you done all your shopping or are you tearing your hair out for inspiration? Maybe there are people on your list that are just really difficult to buy for?

If you feel it’s a waste of money when you grab yet another bumper pack of socks, or a book you know they’ll never read or a DVD they’ll never watch, then don’t despair – we’ve come up with some really alternative experiences, which will hopefully fit the bill.

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Our story so far and where we’re going

We wanted to take a pause this month from our normal coverage of financial news and personal finance stories to give you an update from ourselves at Brunel. With 2016 fast approaching, we are beginning to look to the year ahead and to our plans for the firm, to continue to improve our services for you, our clients.

Many of you may be familiar with our Company Values document, which is always available on our website and continues to govern every decision we take, as well as the overall direction of the firm.

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Brunel welcome 3 new team members!

Here at Brunel Headquarters we’ve been busy expanding our team to enable us to provide excellent support to our clients. Here’s a little introduction and we hope you’ll join us in welcoming them to Brunel Capital Partners!

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Market Comment – Banking on Santa

Now that we are in the meteorological winter, which weather forecasters claim runs from the 1st December to the end of February and Advent, what is important for investors is whether we will enjoy a “Santa’s rally” this year. Past experience suggests December is more likely than not to deliver a positive result for investors, though why this should be the case is far from clear.

Market Comment 2nd December 

Road to Nowhere

Have you ever jumped into your car, started the engine and just driven aimlessly, with no thought of where you are headed? No, I thought not. It is amazing, however, how many people take this approach with their investment portfolio. This will often involve huge sums of money that have taken many years of hard work and disciplined saving to accumulate.

Without a clear objective or idea of what you are trying to achieve, it is very difficult to bring meaning to your money. When faced with the question, “What are you trying to achieve?” common answers include ‘Growth’, ‘Income’ or even ‘Outperformance’. This is why it is important for us as financial planners to reframe the question and talk in terms of aspirations, goals, dreams, beliefs and visions.

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The Autumn Statement 2015 Overview

Introduction

Just over four months ago, George Osborne delivered his second Budget of 2015, following the Conservative Party’s outright victory in the May general election. At that moment, the view from 11, Downing Street must have looked remarkably pleasant. Osborne’s handling of the economy was widely credited with playing a large – if not pivotal – part in the election victory. Boris Johnson and Theresa May, the Chancellor’s two main rivals in the race to succeed David Cameron, were both listing badly – albeit they hadn’t quite run aground.

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Market Comment – It’s all about interest rates

Our first ever investment conference was held recently – and most successful it was, too. The background was a subdued market where the FTSE 100 Share Index had lost a little over 1% in the week before – hardly a game changing experience and nothing that a good day’s trading shouldn’t recover. Oil had recovered a bit, though Brent crude is still trading below $50. And the pound had recovered a little against the euro to stand at around €1.40, to stand at a little over 71p.

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Brunel Capital Partners is a sister company of Pilgrim Financial Planning