Brunel Wealth triples team size since launching at beginning of pandemic

Four to 12 people

Ayesha Venkataraman
clock • 1 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Advisers reveal if they have a centralised retirement proposition

Advisers reveal if they have a centralised retirement proposition

Industry splits with 46% saying yes and 42% saying no

Isabel Baxter
clock 16 April 2024 • 1 min read
All the advice firm acquisitions that have taken place in 2024

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 15 April 2024 • 1 min read
PA Management Retreat 2024: Secure your place for our May event!

PA Management Retreat 2024: Secure your place for our May event!

Targeted two-day specialist event for owners and directors of advice firms

Professional Adviser
clock 15 April 2024 • 1 min read