Insurance and Financial Solutions Since 1932

PERSONAL FINANCIAL PLANNING



Personal Financial Planning

The value of professional advice

Decisions about your financial future are amongst the most important you’ll ever make. So having a carefully managed financial game plan in place will help you achieve your lifestyle goals and provide security for your family.

If your financial requirements are complex, or you simply don’t have the time or experience to manage your own arrangements, a trusted financial adviser will help you understand your options and recommend viable solutions.

At Brunsdon we do this by taking an holistic view of your unique personal circumstances, listening to your concerns and establishing your attitude to risk. We’ll then recommend a tailored financial strategy and review it regularly so it stays on track. You’ll be able to check all your assets, savings and investments with our award winning online management tool, our Portfolio Management ‘Wrap Platform’.

Why choose Brunsdon?

Our team of Financial Advisers are amongst the most experienced and qualified in the business and offer a very personal service. We believe in the value of building long-term relationships, which means you’ll always see the same adviser.

Our services and charges structure has been developed to accommodate and appeal to all clients. It can be precisely tailored to suit your individual preferences and is always agreed upfront. That’s why you can be confident you’ll always get integrity of advice, consistency and significant value for money.

Find out more by downloading our Portfolio Management brochure.

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

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.


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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