Insurance and Financial Solutions Since 1932

PERSONAL FINANCIAL PLANNING



Your Financial Review

The financial planning process

Our aim is to help you realise a comfortable lifestyle and long-term security for you and your family.

We follow a robust consultancy process that ensures a thorough financial review, a report detailing our recommendations and the implementation of a financial game plan to achieve your goals.

The fact find

We’ll discuss your circumstances, current arrangements and short and long-term aims. Topics covered will include:

We’ll establish your personal attitude to risk and an investment time frame to achieve your financial aims. (Find out more about attitude to risk by downloading our Investment Process brochure.)

Analysis

We’ll test your existing investments and financial products in the current market to check they reflect your attitude to risk, provide best value for money and are on track to meet your objectives.

Agreement and implementation

In our detailed report to you, we’ll make our recommendations and describe how your attitude to risk will impact on the choice of investment products. Then, having fine-tuned and agreed the strategy, we’ll implement it and turn your plans into reality. You’ll be able to check all your assets, savings and investments with our award winning online management tool, our Portfolio Management ‘Wrap Platform’.

Regular reviews

Ongoing reviews and regular re-balancing of your investment portfolio will contribute to the success of your plan, because your circumstances may change, as will the financial markets, and new opportunities could present themselves.

Talk to us today. Please contact us on the number below or via our on-line form.

Brunsdon is the trading name of Brunsdon Financial Services Ltd. (Reg. No. 03434005), Brunsdon Insurance Brokers Ltd. (Reg. No. 03433998), Brunsdon Asset Management Ltd. (Reg. No. 07098607) and Brunsdon Auto-Enrolment Solutions LLP (Reg. No. OC402486). All companies are registered at Goodridge House, Goodridge Avenue, Gloucester GL2 5EA. Tel. 01452 623623 E-mail. enquire@brunsdon.co.uk. Brunsdon Financial Services Ltd. and Brunsdon Insurance Brokers Ltd. are authorised and regulated by the Financial Conduct Authority. Not all products and services offered are regulated by the FCA. The FCA does not regulate tax advice.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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