Damien works with a broad range of clients but specialises in providing life-centred financial planning to small business owners, senior executives and professionals. As a qualified business coach and mentor, Damien is well placed to help his clients through the many transitions in life, be that retirement or exiting and selling a business. Ensuring families can identify, achieve and maintain their desired lifeystle without fear of running out of money has been Damien’s passion for 25 years in the profession and he does this through meticulous, strategic planning to ensure that clients’ capital and resources are totally aligned with what is important to them allowing them to live a happy and fulfilled life.
Damien is a Chartered Financial Planner and founded the Chartered Financial Planning firm Brunel Capital Partners in 2011 which merged with Saltus in late 2022.
Throughout his career, Damien has held roles at the Institute of Financial Planning and Personal Finance Society.
Life outside of work revolves around his family and rugby, coaching within the junior academy at the professional club, Bristol Bears.
- Chartered Financial Planner
- Qualified Coach and Mentor
- Financial planning
- Investment management
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Tax-efficient drawdown
- Inheritance tax planning
- The Lifetime Allowance
- Protection planning
- Pensions on divorce
- Financial planning for entrepreneurs