Insurance and Financial Solutions Since 1932

PERSONAL FINANCIAL PLANNING



Our Investment Approach 

Making your investments work harder

Once we’ve established your financial objectives, agreed your attitude to risk and talked about asset allocation, we can then recommend appropriate investment solutions.

Brunsdon’s Investment Committee regularly reviews the market to identify the best investment solutions for our clients. That’s why we are confident our selection will meet the needs of even the most discerning investor.

Our recommendations are normally chosen from one or more of the following investment options:

It’s all about selecting an asset mix that suits your personal investment aims, the level of risk you are prepared to take and the length of time you want to invest.

Those requirements will vary from time to time, and market conditions will fluctuate, so in line with the service level you have chosen, we’ll review and rebalance your portfolio on a regular basis. This means that your original, or revised, objectives are maintained.

Learn more about Types of Investment Funds.

Download our Investment Process brochure.

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


The IFSL Brunsdon OEIC may not be suitable for very low risk or very high risk investors. 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.


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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