Bill & Janet Stone

We would like to express our appreciation and thanks for all the advice and support you have given us over the years.

You and Dan have taken an extraordinary amount of time and effort to understand our concerns, our fears, our hopes and dreams in order to give us tailor made advice to ensure a secure future.

It took us a long time to decide to retire, but we had absolute faith and confidence when you assured us that we would be fine. We know you have examined all of our outgoings in detail – even querying why we had a budget for vets bills but not pet food. We had erroneously included it in our own food budget!! You were therefore qualified to calculate how much we would need to fund the lifestyle we desired.

We are enjoying our new life, reassured that at our annual review you will be number crunching again, and working diligently to give us accurate, up to date advice.

We appreciate the bespoke service you have given, and will undoubtedly continue to give, and look forward to our on- going relationship into retirement with the undoubted challenges it will bring.


Jacqui

Thank you so much for giving me the green light and support last Wednesday.

I felt a huge load off my shoulders when I walked out of the building; by the sudden life-change and new opportunities that I was given by “your thumbs up”.

In fact so much so, I missed three Portway Park and Ride buses as I was dreaming of all the possibilities that had suddenly been given to me by you saying that it is possible for me to take time off earning money. To move on and start a new chapter.

I cannot tell you in words how happy I feel. A long way to go but that feeling of having broken a mindset barrier feels right and I feel great about it.

When I walked into the building I felt stuck, and the way I walked out with that depressive feeling gone. I won’t forget that for a while, it was a real mind-changing life moment!

Thank you so much for helping me make that decision. Kind Regards,


Anthony Fairweather, Partner

Damien has assisted me on a number of occasions and is always very good with clients, offers sensible and reliable advice in a way that explains matters clearly and helpfully.

Anne Jones

Steve has looked after my affairs for five years and I am very happy with the way in which they have advised me. He has always shown professional kindness and courtesy and it is a pleasure to meet him on each occasion.


John & Hilary Harris

We have been very appreciative of the personal service we have received and the wealth of experience available in the Company. We have received invaluable advice and information concerning our pensions and inheritance tax planning.

During meetings information is presented to us in a format which is easy to understand. We have formed a good relationship with Damien and have received excellent personal attention. We would certainly recommend Brunel Capital to friends and family.


Brunel Capital Partners is a sister company of Pilgrim Financial Planning