Brunel Independent Financial Planners Limited

Reference number: 629678

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    0117 325 2224

  • Address

    Brunel Group, The Crescent, Temple Back, Bristol, Bristol, City Of, BS1 6EZ, United Kingdom

In the full report: 2 background checks

  • What kind of line 0117 325 2224 is, and the 5 other firms that give it
  • Who else gives the postcode BS1 6EZ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Academy Associates Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09046783
Company status
Active
Company type
Private limited company
Incorporated
19 May 2014 (12 years old)
Registered office
The Crescent, Temple Back, Bristol, BS1 6EZ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Iain Kerr Black Director Oct 1958 27 Apr 2021 None
Russell Alan Lane Director Jun 1977 27 Apr 2021 11 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
11
still active
11
are FCA-registered
5

In the full report: all 11 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Total equity

£259k

No earlier figure to compare

Cash at bank

£117

Down £754 from £871

Employees (average)

0

−100% from 2

Owed within a year

£1,638

No earlier figure to compare

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 09046783. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Brunel Independent Financial Planners’s history from the FCA register and Companies House, newest first.

Key events (11) All events (19)

2025

2 December 2025

  • Changed its registered name from "Academy Associates Wealth Management Ltd"

FCA register

2021

27 April 2021

  • Board replaced: both directors left and 2 new directors took over
  • Brunel Wealth Limited took control (75–100% of shares)
  • Carol Lesley Jones stopped being a part-owner
  • Thomas Joseph Christopher Jones stopped being a part-owner

Companies House

2016

20 May 2016

  • Carol Lesley Jones became a part-owner (25–50% of shares)
  • Thomas Joseph Christopher Jones became a part-owner (25–50% of shares)

Companies House

2014

3 November 2014

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

19 May 2014

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (11 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Brunel Independent Financial Planners

Other FCA-listed firms that share a director, phone number or address with Brunel Independent Financial Planners. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
5
share its phone number
5

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (5), the same phone number (5), the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Brunel Independent Financial Planners

Other firms of the same type (financial adviser), nearest first.

In Bristol

Hargreaves Lansdown Advisory Services LimitedBristolAuthorised4 Financial Planning LtdBristolAuthorisedAbsolute Wealth Management LtdBristolAuthorisedBowmore Financial Planning LimitedBristolAuthorisedBrighton Williams & PartnersBristolAuthorisedCardens LimitedBristolAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Brunel Independent Financial Planners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 11 other companies its directors have run, named
  • 2 background checks on its contact details
  • 8 years of accounts, charted
  • All 19 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Brunel Independent Financial Planners Limited FCA authorised?
Yes, Brunel Independent Financial Planners Limited (FRN 629678) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Brunel Independent Financial Planners’ phone number?
The FCA register lists the phone number 0117 325 2224 for Brunel Independent Financial Planners. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 5 other FCA firms.
Is Brunel Independent Financial Planners a scam or clone?
Brunel Independent Financial Planners is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Brunel Independent Financial Planners?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Brunel Independent Financial Planners to the Financial Ombudsman Service, free of charge.
Who owns Brunel Independent Financial Planners?
Brunel Independent Financial Planners is owned by Brunel Wealth Limited, which holds 75–100% of shares, since 27 April 2021. Before that, it was controlled by Mr Thomas Joseph Christopher Jones and Mrs Carol Lesley Jones.
Who runs Brunel Independent Financial Planners?
Companies House lists 2 directors of Brunel Independent Financial Planners: Iain Kerr Black and Russell Alan Lane.
How long has Brunel Independent Financial Planners been in business?
The company was formed on 19 May 2014, and has held its current FCA authorisation since November 2014.
What do Brunel Independent Financial Planners’ latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £259k (no earlier figure to compare) and cash at bank of £117 (down £754 from £871).
Does Brunel Independent Financial Planners use any other names?
It has previously used the name Academy Associates Wealth Management Ltd.

Sources and links

The full report on Brunel Independent Financial Planners Limited

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