Video: How we manage investments

If you’re a current Brunel client then you’ll probably have seen our investment presentation when you joined us.

The presentation is very important to us, as it explains why we’re different to other wealth management firms and how your financial plan – where you want to be in life – is central to everything that we do for you. Everything flows from this plan and the presentation explains exactly how our values and experience shape your portfolio and help you along the road to achieving the end goal of your plan.

If you’re not yet a client (or are and would like a reminder!) we’ve now created a shortened version of the presentation in video form. In the three minute video below, we outline our fresh approach to financial planning and why we think it’s so important to your future.



We’d love to hear your feedback on the new video and, if you can spare some time to leave us your thoughts, do feel free to fill in the form on the Contact page.