Looking back on 2013

brunel-event-alec-and-peter-smallAs the year comes to a close for us at Brunel and we look back on a fantastic 2013, it will clearly be very hard to pick a more vivid part of the year to focus on than our recent ‘birthday’ celebration, marking 2 years of the business. As a relatively young enterprise, we were delighted to celebrate the occasion with so many of our connections and colleagues and we really are delighted you’ve been happy to come along with us on this journey so far.

Firstly then, as we look back at 2013, here’s to another great year with all of you in 2014, as we take Brunel on to further our goal of providing genuinely personal wealth management services.

This, for us, is our key aim in 2014: making sure that we continue to learn and grow as a business, in order to provide a service to clients that matters. As we mentioned during our Vertigo event, we’ve all seen the connection between firm and client damaged in larger firms and Brunel was established not just with a highly personal service in mind, but with that dedication to service as a guiding principle of the whole company.

Events such as the Vertigo event, as it happens, were actually a big part of how we communicated with you in 2013, and again, it was great to see so many of you both attend them and speak positively afterwards. They started with our first client seminar in May, at Leigh Court and included not only our birthday event but also our seminar on Inheritance Tax at the beginning of November, which attracted many people from Bristol and the surrounding area.

Two other bits of news from our 2013 are worth noting, as we move on to the New Year, the first being the arrival of Beccy Kedward as our Business Manager. Beccy brings with her plenty of experience and will allow us to continue to grow the business in 2014.

children's hospice south west logoThe second significant piece of news from the year has been our charity work, which included both the completion of a well we sponsored in Zimbabwe and Brunel joining forces with Children’s Hospice South West as our nominated charity. We’ll be doing plenty of work to fundraise for them throughout 2014 and beyond and we’re especially grateful to anyone who has already helped us by donating or providing moral support for some of the team’s efforts – they will both be needed again in abundance next year!

And so, that was 2013 and thank you again for being with us for the last 12 months. We’re all looking forward to what the next twelve months bring and we hope that you’ll join us once again to find out!