Biography
I'm a Chartered Financial Planner with 16 years’ experience. I provide strategic financial planning advice and guidance to individuals from all walks of society, with a view to helping them achieve their financial goals and aspirations.
During my career I've developed specific expertise in giving financial planning advice to personal injury clients, their families and their legal representatives. I advise them both during the claims process and also after settlement. I also provide Expert Witness statements and have considerable experience working with Professional Deputies, helping clients make sure their needs and financial requirements can be met.
Qualifications
- Chartered and Certified Financial Planner
- BSc in Mathematics
- Fellow of the Personal Finance Society.
What Do You Enjoy Most About Your Role?
I most enjoy supporting claimants and their families by helping to take away the burden of financial worry, and allowing them the peace of mind to concentrate on the things in life that make them happiest.
Testimonials
"Bronwen has excellent client care skills." - Chambers & Partners High Net Worth 2022
