Description
Begley Brown are a friendly, highly qualified team who service a select number of clients. Our starting point is to understand your unique life story so far, your goals, values, hopes and dreams as well as the stuff that keeps you awake at night. With a good understanding of you and what you want to do with the rest of your life we can help you build a truly meaningful life plan. This will of course incorporate all the usual expertise you would expect from a Chartered Financial Planning Firm on specific products, tax, investing etc. but the key difference is it’s entirely bespoke to you and will evolve over time. By doing this we can help you make the most of your wealth throughout your life, living life to the full and without worrying unnecessarily about money Approach
We strongly believe that taking a positive approach to Environmental, Social and Corporate Governance (ESG)
factors improves the risk and return prospects of portfolios. Through discussion, we help clients decide
how much emphasis they wish to have on ESG. All our portfolios include ESG biased investments while
continuing to adhere to core diversification and suitability requirements.