Rory Brand

As a Chartered Financial Planner, I advise families, business owners, private investors and corporate clients, helping them build clear, actionable financial plans aligned with their ambitions.

I do this in an open, collaborative and personable manner, simplifying the complicated, so that clients can build efficient financial plans that make wealth work for them and give them peace of mind.

With an MA (Hons), and a DipFA qualification, I specialise in reviewing existing planning arrangements, savings and investments, Inheritance Tax mitigation, business protection and long-term strategy. I also specialise in employee-benefit advice, including auto-enrolment (workplace pensions). I have been working in the financial sector since 2009.