BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED

aka BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED

About

Brunel Wealth provide financial services to businesses, business owners, high net worth individuals, professionals and for pre and post retirement. The team are specialists in wealth management, financial planning, healthcare and employee benefits.

Source: brunelwealth.co.uk

Contact & Location

Address

The Crescent Centre, Temple Back, Redcliffe, Bristol BS1 6EZ, UK

More advisers in Bristol, City of

Phone: 0117 325 2224

Website: brunelwealth.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Investments

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Investment Advice

Regulatory Information

FRN: 629678
Status: Authorised
Date Authorised: 3 November 2014
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (6)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 09046783
Company Status: Active
Incorporation Date: 19 May 2014
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999, 66190, 66290

Team (4)

Alex Nicklin
ApprovedCertified
Thomas Joseph Christopher Jones
No longer required
Carol Lesley Jones
No longer required
Iain Kerr Black
Approved

Quick Facts

Bristol, South West
11 years FCA-authorised
4 registered individuals
4 specialisms
6 FCA permissions
CH 09046783

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.