Braeside Wealth is an independent financial advisory firm that holds Chartered Financial Planners status, a premier accreditation for financial planning firms in the UK. They focus on building long-term relationships with clients by providing bespoke advice on a range of services, including retirement planning, investment management, inheritance tax planning, and protection. The firm emphasizes a jargon-free, client-centric approach to help clients understand and achieve their financial goals.

Founded in

Australia