BRUNEL WEALTH - Key Persons
Job Titles:
- Partner - Head of Private Client
Alex has over 18 years' experience within the financial services sector, including 10 years as a regulated financial planner. He is responsible for overseeing the private client offering and delivering financial planning and Wealth management to Brunel's clients.
Job Titles:
- Head of Financial Planning
Carl is the Head of Financial Planning and is responsible for the advice team, providing financial planning and wealth management to Brunel's key clients. With over 15 years' experience as a regulated financial adviser, his Chartered status stands as testament to his expertise.
Chris is a key part of the management team, having been a board director of various other insurance brokers over the last 30 years. He is responsible for advising the board and looking after key clients.
Bringing 2 years' experience to the team, Ella has a Diploma in Regulated Financial Planning and is currently working towards her Chartered status. As a Paraplanner, Ella takes on a varied role including compiling research and reports that our financial planners use to assist our clients.
Job Titles:
- Financial Planning Director
Ria is responsible for advising private and corporate clients on all areas of financial planning and has over 18 years' experience in financial services. Ria holds the Diploma in Financial Planning, is an Associate Member of the Society Of Later Life Advisers (SOLLA) and was also a finalist for two awards in the Women in Financial Advice awards 2020.
Job Titles:
- Board Director
- Chief Executive Officer
Russell is a Board Director and the founder of Brunel. He is responsible for the overseeing of all the Company's operations.
Simon has over 15 years' financial services experience and works to support the team with administrative tasks and client servicing.
Siobhan heads up our Accounts Team and is responsible for all functions of our accounting department; from collecting and paying Insurer money to the management of accounts.
Job Titles:
- Fellow of the Personal Finance Society
- Head of Proposition and Client Delivery
Steve is a Fellow of the Personal Finance Society and brings over 25 years of experience to the team.
He is responsible for the design & delivery of the service we provide our clients. Overseeing the research and due diligence of the solutions we use.
He also manages the support teams and provides technical support to the whole team.
Job Titles:
- Director - Financial Planning
Tim provides financial planning and wealth management to our high net worth clients. With over 6 years' experience in financial services and a background in law, he also holds the Advanced Diploma as a Chartered Financial Planner and has achieved the status of Fellow of the Personal Finance Society in 2019, the highest qualification attainable with the CII.
Trai joined Brunel in 2020 and works to support the team with administrative tasks and uphold client servicing. He is currently working towards the Diploma in Financial Planning.