Financial Advice Process

Real world financial solutions

This is where the journey begins towards your lifetime financial plan. It relies on highly qualified, focused, financial advice delivered by an experienced, professional adviser with your interests uppermost.

Typically, we’ll begin with a thorough understanding of your personal circumstances, goals and attitude to investment risk. We’ll take into account any current arrangements you already have, present our own recommendations to achieve your objectives and then implement the selected products. Monitoring performance and ongoing advice will usually form part of the agreement.

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Understand

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Present Options

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Choose Options

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Implement

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Monitor & Review

Service Options

Choice and flexibility

We’ll help you choose the level of service that will reflect your priorities, circumstances, lifestyle and financial aspirations. We offer three options which in our experience appeal to the majority of clients – Wealth Management Standard™, Wealth Management Active™ and Wealth Management Bespoke™.

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Wealth Management Standard™

Simple & Straightforward

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Wealth Management Active™

Long term & Reassuring

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Wealth Management Bespoke™

Tailored & Adaptable

How Brunsdon Can Help

Innovative financial planning strategies

Decisions you make now about your financial future are amongst the most important you’ll ever make. Remember that financial and retirement planning is about more than buying savings, investment and pension products. It means thinking about protecting your family, your home – maybe your business – and how to make the most of your tax breaks so that your estate is passed on in the most efficient way and according to your wishes.

However, we’re tending to live longer. Therefore you are likely to need more money than you think to maintain a comfortable lifestyle, now and in the future.

That’s why you need the high quality, focused advice and innovative financial planning strategies that we can deliver.

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Save tax. Pass on more of your estate.

It’s a complicated subject, but one with which we are adept.

We can assess your likely liability to Inheritance Tax and suggest careful pre-planning measures that could be put in place to mitigate the effects on your estate so that your dependents gain the maximum benefit.

The FCA does not regulate tax advice.

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A fresh approach

Investment is all about finding an acceptable balance of risk and return that sits comfortably with your financial aims and objectives.

The investment experience we can offer you is the result of decades of experience, industry research and client consultation to develop a process that delivers choice and fulfilment – viable, robust, flexible solutions that reflect your circumstances and life choices.

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Protect yourself. Protect your family.

We’ll help make sure you and / or your dependents have continuity of income in the event of illness – or worse! In other words, money when you and / or your family need it most.

The most common protection products are Life Cover, Critical Illness Cover and Income Protection Insurance.

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Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.