Bramwell Brown has a different philosophy to many financial planners, in that we recommend direct investment in financial markets. We believe most investors can achieve sufficient diversification through investing directly in a portfolio of shares, bonds, bank deposits and overseas investments.

Most investors also have the ability to administer their own investments, which over a long period of time can save a considerable sum in management fees.

We see our role as largely educational, explaining the risk-return relationship, and attempting to match a client’s aversion to risk, their current financial position, and their future goals, with suitable investment products.

We aim to build long-term relationships with our clients.

Disclosure Statement

Our Disclosure Statement is available on request and free of charge, or you can open and download it as a PDF here

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