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 …

View from the Tower – Lucie Ellrich

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 Lucie…

1. What first attracted you to Brunel Capital Partners?
The opportunity to work within a company that puts the needs of their clients at the forefront of their advice process.
Read more …

Looking back on 2014

It’s that time of year again when we begin to say ‘goodbye’ to 2014 and ‘hello’ to the New Year. It’s a time for reflection and a time to say thank you.

We want to start by thanking those of you who have helped shape our business over the last 12 months. 2014 has been a great year for Brunel and we look forward to 2015 being even better. Read more …

A refresh for the Brunel website!

Eagle-eyed visitors may have noticed that the Brunel website benefitted from a bit of a refresh earlier in the month. Whilst still the same great site, we’ve made some tweaks that we hope will help to make the site more user friendly, getting you to the good stuff more quickly and easily.

Read more …

Video: A short story about what we do

People often ask us what exactly Brunel do for people; what is a financial planner and how do you help your clients? Is financial planning just about money? How can it help me to get to where I want to be? Why do I need a financial plan? To answer those questions and others, we made a short video…

Our Summer Charity Challenge: 210 miles on 2 wheels

Members of the Brunel team put themselves through their paces after taking part in a 210 mile charity cycle ride, “Ride for Precious Lives”, to raise money for Children’s Hospice South West (CHSW).

Though the ride was officially 210 miles, the team had other ideas. Due to a late surge of reckless enthusiasm towards the end of Day 1, coupled with a loss in spatial awareness for a short period of time, the Brunel team took it upon themselves to ride much further than this. Quite how much further will remain a secret, but rest assured the Brunel team can promise that they went the “extra mile” for CHSW, and then some!

Five members of the Brunel team took part in the charity bike ride from 11th to 13th July, including Managing Director, Damien Rylett, Directors Steve Brady and David Buchan, Brunel’s Business Manager, Beccy Kedward and Paraplanner, Andy “Wiggins” Weston.

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View from The Tower – Andrew Weston

people-7We have been taking a sneaky look into the lives of the people that make Brunel Capital Partners tick. This time, we get to know Andrew Weston…

1. What first attracted you to Brunel Capital Partners?

I was introduced through a friend to Brunel Capital Partners. What attracted me most was the investment proposition and professional approach to ‘true’ financial planning.

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

Working with a team of people who are dedicated, conscientious and a pleasure to be with.

3. Describe yourself in three words

Loyal, thoughtful, considerate.

4. What was your worst ever job?

As a student, I regularly worked holiday periods at the Motorway Services. Working in the kitchens had to be the worst.

5. Favourite Band/Artist

Impossible to say… I generally like all genres of music
Read more …

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 …

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!

Brunel Capital Partners is a sister company of Pilgrim Financial Planning