"A team dedicated to building strong working relationships with our clients"
The most important element to a successful business is its people and Brett & Randall Financial Services are proud of their dedicated, hard working and conscientious staff.
We recognise “people buy from people” and it is the quality and integrity of the individuals who form part of our collective team which plays a significant part in ensuring a high quality, personable and bespoke service. All of our team has over 5 years continuous service with over half of the team have over 10 years continuous service, allowing us to deliver continuity of service.
We strive to provide an enjoyable, challenging and rewarding environment within a team dedicated to building strong working relationships with our clients.
Ralph Mitchell - Managing Director and Independent Financial Adviser
Ralph is the Managing Director of Brett & Randall Financial Services Limited having entered the pensions industry in 1984 with Norwich Union as a Life and Pensions Consultant responsible for business development in the City of Leicester, and then moving to Brett & Randall in 1992.
In 1991, Ralph attained the Certificate of Corporate Business Development from the University of Nottingham and then the Advanced Financial Planning Certificate from the Personal Finance Society (previously SOFA) in 1993, becoming one of the first Independent Financial Advisers in the Midlands to achieve the status of Associate Member 1999.
Specialising in the provision of advice concerning all aspects of corporate business protection, investments and pensions planning, Ralph has held the specialist Advanced Pensions Qualification (G60), since February 1999.
Email: rmitchell@brfs.co.uk
Ian Dunk - Director and Independent Financial Adviser
Ian joined the corporate pensions department of Scottish Widows in 1984, administering retirement benefit schemes and Small Self Administered Schemes (SSAS) and in 1987 became Regional Pensions Consultant before becoming a registered Independent Financial Adviser in 1993. Having joined Brett & Randall in 1994, Ian is now a Director specialising in providing private investment and corporate pensions planning advice to Chartered Accountants, Solicitors and their clients.
Ian holds the Chartered Insurance Institute (CII) Diploma in Financial Planning, with Ian's Qualifications including CII Regulatory, Life Assurance and Investments and Pensions Financial Planning Certificates. In addition Ian has achieved the CII Advanced Pensions Qualification (G60) and Pension Funding Options Qualification (J04). Covering investment planning Ian holds the CII Investment Principles, Markets and Environment (J06) and Investment and Risk (CF2) Qualifications as well as the Financial Services, Regulation and Ethics CII Qualification (R01).
Email: idunk@brfs.co.uk
Angela Knight - Director and Compliance Officer
Angela is a Director of Brett and Randall Financial Services Limited and manages the internal aspects of the Company. Angela is also the Compliance Officer and Money Laundering Officer, ensuring all business is transacted in accordance with the Regulator's rules and principles.
Angela has worked in the financial services industry since 1982 and joined Brett and Randall in 1990, having previously worked for Equity & Law in Leicester as a Consultant. Angela has been registered to give Independent Financial Advice since 1990 and has attained the specialist Advanced Pensions Qualification (G60) and has achieved the Financial Adviser Certificate in Pension Trustee Knowledge.
Email: aknight@brfs.co.uk