Ongoing Advice

As a client of Brunswick Investment Management Ltd you will benefit from our ongoing advice service, and this will be detailed in your contract with us.

This will ensure your investments remain suitable and meet your ongoing aims and objectives as your circumstances change. This service provides:

  • A dedicated named adviser and their named administrator
  • Regular review meetings to ensure your investments are on track
  • Regular Valuation and Asset Statements
  • Review of your Attitude to Risk
  • Review of your tax allowances and exemptions
  • Updates on legislation changes and personal finance issues

Our Services

Need Help ?

Contact a member of our team today.

01603 895350
team@brunswickim.com

Request a Call Back

Other Services We Provide

We can also help in the following areas.

Initial Consultation

Your initial consultation will help to assess your circumstances and determine your need for advice.

Capital Investment Planning

This service provides advice on investing a cash lump sum, regular premium or the transfer of existing funds.

Complex Capital Investment Planning

This service provides advice regarding more complex matters, such as the review and potential rebalancing of existing investments.

At and Post Retirement Planning

This service provides advice regarding the drawing of your retirement benefits and how to do this in the optimum manner.

Protection Planning

This service provides advice regarding your protection needs, both on a personal and corporate level.

Ongoing Advice

As a client of Brunswick Investment Ltd you will benefit from our ongoing advice service.