Checked by WealthPrism: On the FCA register, FRN DEMO-FCA-0001, checked
London
Brindlecombe Wealth Partners
Two planners working with families and business owners on investments, pensions and what happens after a sale.
- Register entry checked by WealthPrism
- FCA
- First meeting
- Free
In their own words
Two planners working with families and business owners on investments, pensions and what happens after a sale. We explain each charge before any work starts.
How their advice works
Independent · Advice based on a comprehensive and fair analysis of the relevant market, unbiased and unrestricted, as the FCA defines independent advice.
Whole of market · A term used mainly in mortgage and protection advice: the adviser considers products from across that market, not a limited panel of providers.
Independent advice
Covers: Investments and pensions
Whole of market advice
Covers: Life cover and income protection
- Works fromLondon
- The least a person usually has£250,000 or more
The people
in the order listed
Adaeze Brindlecombe
Director, financial plannerin practice since 2004
- CFP®
- CAIA®
- CFA®
- Languages
- English, Yoruba
looked up by WealthPrismFCADEMO-FCA-0001
Farah Quillon
Financial plannerin practice since 2013
- CFA®
- CTA
- TEP
- Languages
- English, Punjabi, Urdu
looked up by WealthPrismFCADEMO-FCA-0002
Helps with
Business sale and business owners
Planning around owning a business: preparing for a sale, what happens to the proceeds, passing it on, and how the owner draws money from it.
- Exit planning
- Investing the proceeds of a sale
Investments and wealth management
How money is invested: building and reviewing a portfolio, the balance of risk, tax wrappers such as ISAs, and cash held for the short term.
Retirement and pensions
Pensions and the move into retirement: saving into a pension, bringing old pensions together, and the ways a pension can pay an income.
Tax planning
How tax applies to income, gains and an estate, and the allowances and reliefs that exist for each.
- Inheritance tax planning
Protection and insurance
Insurance that pays out on illness, injury or death, for a household or for a business.
- Life insurance
- Income protection
What it costs
2%
Initial charge · of what is managed, up to £500,000
0.75%
Ongoing charge · of what is managed, up to £1,000,000
£2,500
Minimum fee
Platform and fund charges · Not included in the charges above
VAT on top
Every fee and note
- Initial charge2% of what is managed, up to £500,000Paid when the work is done
- Initial charge1% of what is managed, on the part over £500,000
- Ongoing charge0.75% of what is managed, up to £1,000,000Paid quarterly
- Ongoing charge0.5% of what is managed, on the part over £1,000,000
- Ongoing charge0.35% of what is managed, on the part over £2,500,000
- Minimum fee£2,500
- First meetingFree
Where they work
The area they gave, not an exact address
- Will travel up to 25 miles to meet people
- Somewhere else: At your office in central London
- Phone and email are not shown on WealthPrism
Qualifications
6 checked by WealthPrism
Qualification checkCFP professionalCertified Financial Planner, a certification the Financial Planning Standards Board licenses outside the US. In the UK it is awarded by the Chartered Institute for Securities & Investment.
Chartered Institute for Securities & InvestmentAdaeze BrindlecombeChecked
Qualification checkCAIA charterholderChartered Alternative Investment Analyst, awarded by the CAIA Association.
CAIA AssociationAdaeze BrindlecombeChecked
Qualification checkCFA charterholderChartered Financial Analyst, awarded by CFA Institute.
CFA InstituteAdaeze BrindlecombeCheckedQualification checkCFA charterholderChartered Financial Analyst, awarded by CFA Institute.
CFA InstituteFarah QuillonChecked
Qualification checkChartered Tax AdviserChartered Tax Adviser, awarded by the Chartered Institute of Taxation.
Chartered Institute of TaxationFarah QuillonCheckedQualification checkTrust and Estate PractitionerTrust and Estate Practitioner, the title the Society of Trust and Estate Practitioners (STEP) gives its full members.
Society of Trust and Estate PractitionersFarah QuillonChecked
What WealthPrism checked
The same list on every page. A line with no date is as they gave it.
- Each person’s register entrylooked up by WealthPrism
- 6 qualificationslooked up by WealthPrism
- Fees, areas of work and how they workthey said
On the register
Adaeze Brindlecombe
Financial adviser or planner
Financial Conduct AuthorityDEMO-FCA-0001
looked up by WealthPrismLooked up on the FCA register by WealthPrism on
Farah Quillon
Financial adviser or planner
Financial Conduct AuthorityDEMO-FCA-0002
looked up by WealthPrismLooked up on the FCA register by WealthPrism on