Members of the Brunel team put themselves through their paces after taking part in a 210 mile charity cycle ride, “Ride for Precious Lives”, to raise money for Children’s Hospice South West (CHSW).
Though the ride was officially 210 miles, the team had other ideas. Due to a late surge of reckless enthusiasm towards the end of Day 1, coupled with a loss in spatial awareness for a short period of time, the Brunel team took it upon themselves to ride much further than this. Quite how much further will remain a secret, but rest assured the Brunel team can promise that they went the “extra mile” for CHSW, and then some!
Five members of the Brunel team took part in the charity bike ride from 11th to 13th July, including Managing Director, Damien Rylett, Directors Steve Brady and David Buchan, Brunel’s Business Manager, Beccy Kedward and Paraplanner, Andy “Wiggins” Weston.
Early July was not a comfortable time for UK investors. The FTSE 100 Share Index fell by close to 4% in just five days – the biggest drop in a single week since last March. It is difficult to see what spooked the market, though perhaps the problems within one of Portugal’s major banks served as a reminder that the financial crisis of six years ago can still throw up some unwelcome news.
1. What first attracted you to Brunel Capital Partners?
I was introduced through a friend to Brunel Capital Partners. What attracted me most was the investment proposition and professional approach to ‘true’ financial planning.
2. What is the most enjoyable part of your job?
Working with a team of people who are dedicated, conscientious and a pleasure to be with.
3. Describe yourself in three words
Loyal, thoughtful, considerate.
4. What was your worst ever job?
As a student, I regularly worked holiday periods at the Motorway Services. Working in the kitchens had to be the worst.
5. Favourite Band/Artist
Impossible to say… I generally like all genres of music
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Clients will probably be aware that we employ a number of paraplanners at Brunel but even our current clients, as well as anyone who does not currently work with us, may be at a loss as to what a paraplanner does.
Although they are not often seen on the client-facing side of things, Sarah, Andy and Dan – the Brunel paraplanners – fulfil a vital role for clients within Brunel. Indeed, paraplanners in the wider industry make a great contribution to financial planning, acting as a vital and expert research, analysis and client services function, working in tandem with the financial planner to deliver clients’ financial plans.
The role is a sophisticated one and many paraplanners are equally as qualified as the financial adviser they work with, often holding Certified Financial Planner status or other relevant financial planning qualifications. At Brunel, Sarah holds the IFP Accredited Paraplanner qualification and Andy and Dan are both on track to achieve the same very soon. Whilst the adviser will see the client on a regular basis and gather the details of their aims and goals, the paraplanner will then work with the adviser and this information to establish the plan for the client.
If the plan is already in place, either entirely or in part, the paraplanner may produce something called a suitability report which is essentially a thorough assessment of the financial plan. This is extremely important, as it operates as a ‘second check’ to make sure that the plan being put in place meets things such as the client’s attitude to risk and puts them in a good position to achieve their financial goals.
Paraplanners make up a great part of the Brunel team and are vital in ensuring our planning service for clients is accurate, timely and works towards their financial planning goals. You might not see Sarah, Andy and Dan often but rest assured: they’re here, working for you!
We’ve talked before about the importance of portfolio rebalancing to the work we do with our clients. Portfolio rebalancing helps to ensure that your investments remain appropriate to your attitude to risk and investment philosophy and they remain a key part of our ongoing service to clients. For those of you who want to know more about how and why portfolio rebalancing makes such a difference, the below guide details exactly how it can really help to maintain your investments and why it remains an important part of our service. Just click here or on the picture to download the guide.
During the 2014 Budget you might have seen that the Chancellor announced wide-ranging reforms to how the pension industry works. This means that in 2015, when the changes come into effect, you will have many more options when it comes to choosing how you take your pension. In this brief video, we’ve assessed the changes in more detail, keeping you in the loop with how 2015’s changes will affect your pension.