When we established Brunel Capital Partners in 2011, we had a clear ambition: to offer expert comprehensive financial planning advice allied to personal service.
Our founders, Damien Rylett, Steve Brady, David Buchan and Peter Hill, all worked in financial services for large corporations. While they appreciated the rigour and energy of such contexts, they felt there was a better, more tailored, way of delivering financial planning advice.
Brunel Capital Partners embodies that approach. Work with one of our well-qualified and highly experienced financial planners and they’ll help you live your best possible life, bringing financial security and the freedom to make the choices that suit you, at every stage of your journey.
What makes us, us
To Brunel Capital partners is a values-driven business. We are committed to doing the right thing and delivering the very best service to our clients. Here is our CEO, Damien Rylett and some of the team explaining what makes us tick.
Like all successful businesses, Brunel Capital Partners is always evolving. We set up Ironbright Investment Management in 2015, giving our clients access to a well managed, balanced and sensibly priced investment portfolio. Ironbright has since harnessed the latest technology to develop its own platform and also offers clients a range of sustainable portfolios.
Our business now incorporates Pilgrim Financial Planning in Wells – a long-established family firm that shares our ethos and broadens our expertise.
In 2018, we were awarded Chartered Status by the Chartered Institute of Financial Planners, underscoring our quality and commitment to service.
Serving our communities
As well as ensuring we deliver sound advice to our clients, Brunel Capital Partners plays an active role in the local community. We support a number of charities, including the Wells Dementia Action Alliance and Children’s Hospice South West, and encourage our staff to share their expertise for the benefit of others and the good of society.
You can read more about our commitment to sustainability.
As a Chartered Financial Planning company, you can rely on Brunel Capital Partners to offer advice that is reliable, well informed and trustworthy. We operate to the highest professional standards, as team member and Chartered Financial Planner Daniel Hiles explains:View Video…
What matters most to us
Putting you at the centre of what we do starts with spending time to get to know you and creating your financial plan. We constantly look at ways to improve what we do so we deliver you a service of the highest quality and add value to your lives.
We value each of our clients and foster long term relationships with them. We understand how important family and friends are and how often they need to be an integral part of their financial plan.
“We would like to express our appreciation and thanks for all the advice and support you have given us over the years. You and Dan have taken an extraordinary amount of time and effort to understand our concerns, our fears, our hopes and dreams in order to give us tailor made advice to ensure a secure future.”Bill & Janet Stone
Our community and wider environment
Our communities are key; they are where our clients and our staff live, work and play.
Being active in our community is extremely important, so much so that we give the team refresher days which they can chose to spend volunteering.