David Brunning

Background

About David Brunning

I am delighted to join Pembroke’s thriving financial planning and wealth management IFA practice. Based in Sussex, the firm has built an enviable reputation over more than twenty six years. This success is driving continued growth across the South East, of which I am proud to be a part. I have thirty years’ experience in advising private clients and their families, supported by advanced Chartered Insurance Institute qualifications. I will be working as part of the Pembroke team to support the firm’s growing number of clients, develop new professional relationships and deliver creative, successful solutions for new clients. Concentrating on pensions, pre- & at-retirement planning and investment advice, an increasing part of my work is offering expert advice and support to Family Law and Private Client legal practices, and to agricultural businesses, land owners and their professional advisers. In Family Law work, ideally I am involved at an early stage, before the completion of Form E, where I can help clients and their legal advisers understand both parties' assets, and help create a realistic and achievable outcome. Whether single or joint instruction, or working on a collaborative basis, I can provide expert, creative advice & support. I work closely with actuarial specialists where appropriate, and include cash flow modelling, cost-effective implementation of pension sharing orders and ongoing advice and support. A Fellow of the Chartered Management Institute, I use my 30 years professional financial planning experience to help clients, their families and business owners realise their life ambitions by managing their wealth effectively. Careful analysis, clear objective setting and creating innovative, practical solutions are key to my success in becoming a trusted partner, working collaboratively with clients and stakeholders.