Brunel Wealth is celebrating its two-year anniversary after receiving FCA-authorization in February 2020, over which time it has tripled its team to 12.
Despite starting two weeks into the global pandemic, Bristol-based Brunel Wealth has experienced substantial growth, both in client numbers, professional partnerships and within the financial planning team. Brunel Wealth is part of the wider insurance broker Brunel Group and initially operated from Brunel Group's head office in Bristol. Its team of four in 2020 has grown to 12 and includes advisers, a head of proposition and client delivery, paraplanners and administrators. It also has access to the wider group's marketing, finance and operations teams, taking total numbers to 19. All of...
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