Our insights

The financial services sector is a highly regulated industry, and we work hard to keep abreast of all the latest developments. That means you can rely on our advice to be well informed, up to date and accurate. Allied to our personal service, you will feel as if you are in safe hands as you plan for your future.

Here are some of the insights we’ve garnered in recent months. Please don’t hesitate to contact us if you’d like any further guidance or information.

How we put our Bake Off hats on for the Wells Food Festival

As part of our firm’s ongoing commitment to community- and charity-based projects, we were pleased to support the Wells Food Festival on…

Navigating the course

2022 has not been a good year at all for investors, unless you are heavily invested in utility companies, oil companies or…

Research shows 7 in 10 over-60s haven’t considered later-life care in their plans – what do you need to know?

As you begin to approach retirement, you may be thinking about the ways your later-life years will affect you financially. This may…

Guide: The parents’ guide to paying for university and student loans

You can find below “The parents’ guide to paying for university and student loans” Just click here or on the picture to download…

Guide: The complete guide to buy-to-let

You can find below the complete guide to buy-to-let Just click here or on the picture to download…

Two runners taking a break at a fountain

Your latest Brunel team update

Welcome to your summer update from Brunel Capital partners. With temperatures soaring in the past few weeks, we hope you’ve been able…

An older couple on a walk

How working with a planner can help you make the transition to retirement

Here at Brunel, we spend a lot of our time helping our clients transition from one stage of their life to the…

4 useful tips to shield your money from record Inheritance Tax takes

4 useful tips to shield your money from record Inheritance Tax takes

Over the course of your life, you’ll have worked hard to ensure that you and your loved ones can enjoy a high…

Guide: The useful guide to reaching your retirement goals

You can find below the Useful Guide To Reaching Your Retirement Goals Just click here or on the picture to download…

Your Brunel team update

Welcome to your spring update from Brunel Capital Partners. Now that winter is over and the flowers are starting to come out,…

Everything you should know about our new tree-planting scheme

When the Brunel and Pilgrim Impact Teams first joined forces, one of their primary focuses was to explore ways in which they…

3 important reasons why you should put a Lasting Power of Attorney in place now

Did you know that if you fell ill and weren’t able to make decisions for yourself, your loved ones wouldn’t automatically be…

Why there’s no need to worry about the recent market volatility

These are difficult and volatile times. In addition to the growing human cost and suffering, the escalating conflict in Ukraine and resulting…

The Complete Guide for First-time Buyers

Buying your first home is a huge decision and a milestone you may have been looking forward to for years. But it…

10 Ways for a More Sustainable Life

Sustainability has become a key topic for governments, businesses, and communities around the world. Climate change and its impacts on the future…

The Wells community gather to take part in the Wells Dementia Alliance Walk

Wells Dementia Alliance Walk

Last month, we took part in the Wells Dementia Alliance Walk, raising money for those in the Wells community living with dementia,…

Your Brunel team update

Now that summer is finally upon us, we hope you’ve been able to find some time to get outside and enjoy the…

Our top 7 books about freedom that you should read this summer

The pandemic has been a difficult time for many people but, at long last, some of our freedoms have been returned. After…

3 useful financial lessons to teach your children and grandchildren

Learning how to manage your money effectively is a key life skill. If you want to build your wealth, it’s important to…

The guide to later-life planning and care

When you think about your future, how far ahead do you plan? Perhaps you’ve thought about what your life will look like…

Leaving an inheritance vs gifting during your lifetime

Thinking about passing on wealth can be difficult. However, it’s important to consider how you will pass on money and other assets…

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