Our Philosophy

"We place great importance on building long term relationships with our clients, by delivering high quality independent financial advice supported by a first class administration service"

About Us

Brett & Randall Financial Services Limited are Independent Financial Advisers. Founded back in 1983, we provide advice and associated services to corporate clients and private individuals, as well as to professional introducers including clients of Chartered Accountants and Solicitors.

We provide services to over 300 Group and Company Pension Schemes, including Small Self Administered and Self Invested Pension Plans. Our Wealth Management Services provide advice covering over £100 million of invested assets.

Whilst based in Leicester, we have clients throughout the Midlands and with modern technology and communications geography is not a disadvantage to providing quality advisory services throughout a wider geographical area including Scotland, Wales and the length and breadth of England.

Advice, Services and Costs

We provide services on a bespoke basis, at a level and frequency agreed between us and you; our client. Our Client Services typically provide the following:

• A formal review at an agreed frequency
• A detailed consolidated Valuation Statement
• Clear formal reporting
• Investment fund research
• Investment asset allocation advice
• Investment asset rebalancing advice
• Legislation guidance
• Full access to independent financial advice
• Full access to the administration team
• All administration services

Costs will be discussed and agreed before proceeding with any work on your behalf. We can be remunerated for our advice and administration services by charging a fee, or by charging costs directly to your investments and pension funds to which we are providing services, or a combination of both.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Regulatory Information
Brett & Randall Financial Services Limited, Charles Berry House, 45 East Bond Street, Leicester, LE1 4SX, is authorised and regulated by the Financial Services Authority. We are entered on the FSA Register No 170039 at www.fsa.gov.uk/Pages/register. Registered in: England and Wales Number:1629528 Registered Address: as above. The Financial Services Authority does not regulate taxation and trust advice.