Brimmond Financial Planning

Brimmond provided impartial advice on the pros and cons of transferring from a defined benefits pension to personal pension in 2021 mid pandemic. All contact was done via zoom calls. Faced with this difficult decision and a timebound process to comply with and the clock ticking, they helped me understand the complex industry jargon and facilitated the necessary legal personal financial review with a specialist pension transfer company. I have increased my personal pension investment further with John and Kris' help. I would recommend them to others in need of such advice.

I was recommended to Brimmond Financial Planning by my accountants earlier this year to support me in setting up a new pension. I am a contractor and for years I've found the prospect overwhelming to say the least, but John has made everything straightforward. Within the month, everything was set up and I'm confident that I've got the best pension product for me.I would highly recommend John for his wealth of expertise, calm approach and for the empathy and kindness he showed me when I arrived at his office with a stack of ancient documents, totally panicking about the mountain I felt I had ahead of me!

Brimmond Financial Planning provides an exceptional service providing impartial advice and guidance on financial matters including, investments, life/critical illness etc insurance and mortgages. They have identified the correct product or service for my needs and have gone through the options carefully ensuring I am able to make an informed decision. The advice given to me over the last 16 years, has proven time and again to have been to my benefit. I would recommend them for anyone needing support with financial planning, for those starting to plan for the future, through all the challenges life throws at you.

We were recommended Kris at Brimmond for a mortgage application for our second home. Kris was excellent and made the whole process straightforward and very quick. We would not hesitate use his service again and recommend him to our friends and family.

Dear John,I would like to thank yourself and Brimmond Financial Planning on behalf of David and myself, we have had policies in place for some time for our families and also key man insurance should something happen to either one of us.The level of detail and service was second to none and we will be back to increase our insurance levels.I would have no hesitation in recommending you to business associates and friends and thank you again for the advice provided to the company and myself.Best regardsAndrew AllewayManaging DirectorTGC Facilities Management Ltd

In the past, we had often felt overwhelmed at the thought of financial planning and the sheer number of pension and protection products available on the market.Kris and the Brimmond team have simplified that process and have been exceptional in providing sound advice.Kris thoroughly investigated the best options for our pensions, income protection and life insurance, after doing a deep dive into our financial situation and listening to our needs for now and in the future.Kris's communication skills are excellent. He explains clearly and simply and always follows up with emails and phone calls. We feel valued and looked after.We run a small business and have a young family and we feel secure in the knowledge that Kris has worked hard to get us the best policies for our situation & has our best interests at heart.We would highly recommend Brimmond Financial Planning to all.

I've used Brimmond Financial Planning for a number of years now for various financial reasons; savings, personal pension, life insurance, critical illness cover and general financial advice.Both John and Kris provide excellent service and it gives me peace of mind knowing my needs are at the forefront of their service.Communication from Brimmond Financial Planning is also excellent, with any queries being answered quickly and professionally.Great service and advice provided all round and would highly recommend.