What do Brunel Wealth do?

We typically work with entrepreneurs, business owners, senior executives and sportspeople to turn their successful businesses or careers into rich lifestyles. 

We will work with you to ensure your business and family are financially protected and help you plan for life beyond business.

We will take the time to get to really know you, encouraging and sometimes challenging you on what is important to you and those you love. Then we will work with you to target those objectives and deliver you peace of mind. Our specialists will guide you throughout your financial journey, making sure you stay on track while taking account of any changes that life has brought along the way.

Some of the common questions we get asked and are able to answer:

• How much do I need to sell my business for?/How much do I need to retire comfortably?
• How can I reduce the amount of tax I pay?
• How do I extract profit from my business?
• How much should I put into my pension?
• What happens to my business/family if I’m no longer around or can’t work?
• How can I leave more to my family?
• Can I afford to make gifts to my grandchildren/to charity?

We also work with charities to ensure that they are invested appropriately given the charities goals and that the trustees meet their investment obligations.

Services: Financial Planning, Cashflow Planning, Wealth Management & Investment Advice, Retirement Planning, Savings Advice, Tax Planning, Inheritance Tax Planning, Protection Planning.

Brunel Wealth is part of the Brunel Group. The Brunel group provide commercial insurance, personal insurance, employee benefits and financial planning.

Brunel Wealth

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