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 …

The upcoming care cap and the need for proper later life planning

The care cap first proposed during the coalition government is set to come into effect from April 2016. The idea behind the cap – set at £72,000 – is to limit the amount of fees you pay in your lifetime towards care after you turn 65. This in turn will give you greater freedom to plan for your future.

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View from the Tower – Sara Mather

As 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 Sara…

1. What first attracted you to Brunel Capital Partners?

Peter Hill!

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

Working with a lovely team of people

Read more …

Three business planning steps for the rest of 2015

With the midpoint of 2015 fast approaching, it’s time to take stock of your business successes during the past six months, as well as any areas where you perhaps haven’t made your mark as you had initially hoped. Looking to the future, here are three tips to help organise your business plans between now and the end of the year.
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Financial planning minimalism

Financial plans are necessarily complicated things. They need to take into account your goals and desires in the first instance, but then also factor in your attitude to risk and the individual events that you plan on happening throughout your life.

From there, things can get even more complicated. There’s your tax position to consider, investment suitability to analyse, pension contributions, ISAs, paying off your mortgage and other financial factors to bear in mind. There are frequent reviews of your situation to complete and, of course, the unexpected will always happen, so your plans could change at any moment. Read more …

2015 General Election Preview

There are now only weeks to go until the General Election, which – by common consent – will be the most closely fought and difficult to predict in a generation. Since only last week, a dozen opinion polls have been published and not one of them has made forecasting the likely outcome on May 7th any easier. Read more …

Market Comment – Bid boosts shares

The market seems to be taking the continuing focus on how the country might be run after next month’s general election in relatively good heart. Perhaps the message is that it doesn’t really matter who lives in No 10 because the policies are bound to be pretty similar, given the constraints placed upon economic man- agement by the ongoing deficit problem. Not that the manifestos give any indication that the politicians are being realistic and not making promises to garner votes.

Market Comment 14th April 2015

Brunel Capital Partners is a sister company of Pilgrim Financial Planning