Welcome to Brimmond Financial Planning (BFP), where your financial well-being is our top priority. Kris Urquhart, our director, leads our dedicated team.  We pride ourselves on enabling our clients to achieve their financial goals and secure a prosperous future.  BFP was founded in 2002 by John West. For over two decades, we have been committed to providing expert independent advice to our clients across the North East and wider regions of Scotland.

Our mission is to provide straightforward expert advice. Whether you are looking for pension, investment, or protection guidance, we will work with you every step of the way to help you navigate the complexities of wealth management with confidence and peace of mind.

No hidden fees, no jargon. Just clear, straightforward advice

 

Why choose Brimmond Financial Planning?

  • Expert knowledge – Our Director Kris Urquhart is a Chartered Financial Planner and brings a wealth of knowledge and experience, ensuring you receive top-tier services backed by a deep understanding of industry standards. Kris recently received the prestigious status of Fellowship which is amongst the highest level of qualification available within the industry.  This status requires rigorous training and a commitment to upholding the highest ethical and professional standards.  BFP brings that commitment to every client, delivering results you can trust.
  • Independent – At BFP, we pride ourselves on being Independent Financial Advisors. What does this mean for you?  It means we are not affiliated with any specific financial institution, bank or product provider.  We research the whole of the market and have the freedom to select appropriate products for your circumstances offering unbiased advice tailored to your unique financial situation.
  • Client care – Your financial journey is unique, and we recognise that.  Our friendly but professional approach means we take the time to understand your individual goals, concerns, and aspirations, answering all your questions along the way.  This personalised service allows us to tailor our advice to your specific needs.  Evidence of this can be seen in the continued relationships with clients from over two decades.
  • Transparency – We believe in open communication and honesty, ensuring that you have a clear understanding of how we operate and what to expect when working with us. We are upfront and transparent with our pricing.  Our fee structure is clearly outlined, so you know exactly what you are paying for.  We will never hit you with hidden fees or surprises.

Testimonials

“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.”

Mike MW

“I have used Brimmond Financial Planning for many years for a range of financial requirements and have always found them to be very easy to deal with. No question is a stupid one, and they are able to explain financial products and services in a way that is easy to digest. Always willing to give advice, I would not hesitate to recommend them to anyone looking for a financial adviser.”

Ivor S

“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.”

Clare R

Ready to take control of your financial future?

To find out more or to arrange a meeting with us, please email us on kris@brimmond.co.uk or call 01224 330530.