Portfolio Manager

The Portfolio Management service is managed by Sally Grimes (DipPFS, IMC), who has been involved with the firm and its predecessors since 2000.  During this time, she has studied to obtain CII Level 4 qualifications Diploma in Regulated Financial Planning plus Discretionary Investment Management.  She has knowledge and experience in financial services administration, paraplanning and portfolio management.

Our Services

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Contact Our Team Today

01603 895360
team@brunswickim.com

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Other Services We Provide

We can also help in the following areas.

Brunswick Fund Management Service

Brunswick Investment Management Ltd is firstly a fund management service. The FP Brunswick OEICs are actively managed on a daily basis to achieve their investment objectives.

Investment Process

Investment exposure is gained by investing into collectives as we believe that no fund group can be expected to be the best in every region.

Fund Manager

The OEICs are managed by Nigel Breakell (Chartered MCSI), who has been involved with the firm and its predecessors for over 10 years.

Awards

The FP Brunswick Diversified Portfolio has won the best fund over 3 years and 5 years in the Absolute Return GBP Medium classification in the 2019 Lipper awards.

Brunswick Discretionary Portfolio Management and Administration Service

The two OEICs managed by Brunswick Investment Management Ltd form a major part of our bolt-on Discretionary Portfolio Management and Administration service.

Portfolio Manager

The Portfolio Management service is managed by Sally Grimes (DipPFS, IMC), who has been involved with the firm and its predecessors since 2000.