Brunel Group launches new wealth management arm

Financial Services | Growth | South West

Award-winning independent insurance firm Brunel Group has announced a new venture with the launch of Brunel Wealth Ltd, an independent financial planning and wealth management firm.

This is an exciting step for the group as it expands into the financial planning sector; with Iain Black (formerly owner of Deverill Black Limited) as Managing Director, alongside Partners Alex Nicklin, Head of Private Client and Carl Tuttiett APFS, Head of Financial (both formerly Tilney).

This is the group’s second subsidiary launched within the past 12 months, following the announcement of Brunel Employee Benefits in September 2019.

Brunel Wealth will initially operate from Brunel Group’s head office in Bristol, adding to the 70 members of staff already in Bristol; recruitment for the London and Manchester offices is underway.

The new firm will provide financial planning and wealth management to private clients, businesses, business owners, high-net-worth individuals, charities and trusts.

Advisors will build a bespoke financial plan based on client objectives and conduct extensive research to establish next steps and relevant solutions, supporting a positive pattern of financial growth for clients.

Already one of the UK’s fastest-growing insurance brokers, this expansion into a new sector affirms the group’s reputation and highlights its success over the past 12 months.

Managing Director Iain Black said: “I am excited to be involved in the launch of Brunel Wealth and the opportunity to build the highest quality Financial Advice and Wealth Management business.

“With Carl and Alex on board at launch we have demonstrated our commitment to building a professional team capable of providing the highest quality advice to clients from day one.

“We will add further quality to the team in both advice and administration in the coming months.”

Group CEO Russell Lane said: “Following huge growth across the group, I am delighted to welcome Iain, Alex and Carl to head up our new financial services business, all of whom have distinguished reputations within the industry.

“The team bring extensive knowledge and experience within the wealth management sector, as well as a commitment and long-term vision for the company and our clients.

“Brunel’s ethos is centred around independence and excellent client service and the launch of Brunel Wealth offers new and current clients a complete insurance and financial planning solution for businesses and individuals alike.”

Did you enjoy reading this content?  To get more great content like this subscribe to our magazine

Tagged with: |||

Reader's Comments

Comments related to the current article

Leave a comment

Your email address will not be published. Required fields are marked *