I’m planning my financial future

You only get one chance, so shape your finances around the life you want.

Shape your next chapter

Financial planning is easier when you give yourself more time to work with. But when you’re a working professional with a family, life is busy and time is limited, and the moments you do get to yourself rarely get spent thinking about structuring your finances.

Planning for your children’s education, saving for retirement, and managing tax and income all add up to a lot to consider. That’s why many people choose to seek guidance and support in managing and growing their money effectively.

How do I grow my wealth for the future?

What happens if life doesn’t go to plan?

Am I on track to achieve my goals?

With us by your side, you’ll:

Feel like you’re listened to

You’ll be lifted by our sessions, but challenged too. Your story will be heard, then we’ll take your goals and carry out the research and analysis needed to build a plan based on your vision for the future, not someone else’s.

Be led by a bespoke financial plan

At this stage, it’s not the technical detail that matters most; you want to know whether you’re on the right track and what needs to change. A financial plan built around your life and goals can give you exactly that.

Have someone by your side

There’s real reassurance in knowing you’ve got someone in your corner, regularly reviewing your plan and progress. We’ll meet at least once a year to hear about any life changes or new goals, and ensure your plan reflects them.

Stay ready for life’s uncertainties

Planning isn’t only about savings and investments; it’s about putting protection in place for you and your family if anything unexpected were to happen, using income protection, critical illness cover, and life insurance.

What’s your current focus in life?

Coordinate the moving parts of your exit and sale with your personal finances to support your next chapter.

Explore my options

Retirement brings change, but the tougher questions about purpose, money and the future remain essential.

Explore my options

Giving today can make a real difference, provided your future financial security remains fully protected.

Explore my options

The people who make it all happen...

We’re a safe pair of hands, committed, and focused on getting things done, with decades of experience behind us.

Get to know your team

Certified Financial Planner™ and Managing Director

Meet Rory

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Paraplanner

Meet Emma

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Support Team Member

Meet Will

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Support Team Member

Meet Linsey

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Certified Financial Planner™ and Managing Director

Meet Rory

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Paraplanner

Meet Emma

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Support Team Member

Meet Will

}

Support Team Member

Meet Linsey

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of clients would recommend us to family, friends, or work associates

were satisfied that we understood their financial needs and life goals

believe working with us has helped or will help them achieve their financial goals

    
 
 
      Posted on Google  
   
   Des Murphy 
 149 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Rory Brazil and Brazil Financial Planning have been managing our company employees' pension investments for over 15 years. Throughout that time, Rory has provided outstanding service, expert advice, and a level of professionalism that has earned our complete trust.

He is knowledgeable, responsive, and always takes the time to explain matters clearly, ensuring both management and employees feel confident about their pension arrangements. His proactive approach and genuine commitment to his clients have made a significant difference over the years.

I would highly recommend Rory and Brazil Financial Planning to any business looking for reliable, experienced, and trustworthy pension and financial planning advice.
  
 
     Posted on Google  
   
   Kathleen Moloney 
 149 days ago
 
 
 Trustindex verifies that the original source of the review is Google. They are very professional, helpful and respond immediately to any queries. We have had a very positive experience in dealing with Rory and would highly recommend him for advice on financial planning.
  
 
     Posted on Google  
   
   Roland Woods 
 495 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been using Brazil Financial for the past 12 years and have been happy with everything that they has done. We have regular meetings for investment and pension planning and they are always available for any advice
  
 
     Posted on Google  
   
   Ciara Mc Clafferty 
 496 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Rory is a straight talker and gives good, thoughtful advice when it comes to pensions.
He is also a pleasure to deal with and I highly recommend him.
  
 
     Posted on Google  
   
   Joe Lynch 
 503 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent financial advice, always listening to understand personal situation and any changes that need to be considered.
  
 
     Posted on Google  
   
   Lena Jennings 
 507 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have gone to Rory for all things pension and insurance with our business for many years now and he was always been excellent. He is quick to respond with our queries and always very thorough at going through the various options available to us. We would highly recommend for a very knowledgeable and personable experience.
  
 
     Posted on Google  
   
   Lynda Kealy 
 509 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I've been a client of Rory's for many years, and I couldn't recommend him more highly. He has consistently provided clear, thoughtful, and reliable advice across all aspects of my financial and pension planning. His professionalism and personal attention have given me great peace of mind, and I really value the trust and confidence I’ve developed in him over time. An outstanding advisor and a pleasure to deal with.
  
 
     Posted on Google  
   
   John Craven 
 510 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Brazil Financials has been our trusted
go to for the last number of years and I hope for many more, we have relied on Rory for a number of important long term decisions around pensions, and plenty of other products.
  
 
     Posted on Google  
   
   Adrian Smyth 
 2209 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Always find Rory to be personal and professional. Definitely worth dropping him an email or phone call if you need financial advice and guidance
  
 
     Posted on Google  
   
   Kevin Mc Gale 
 2226 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Rory and Brazil Financial Planning provide an in-depth thorough service that is honest and reliable. I have worked with Rory in the areas of pension planning, income protection and mortgage protection and more recently in the area of whole life financial planning. I find advice and recommendations from Rory  always to be on point, in my best interests and with the needs of me, my family and my business at the forefront. I highly recommend Brazil Financial Planning

Shape your next chapter

How do I grow my wealth for the future?

What happens if life doesn’t go to plan?

Am I on track to achieve my goals?

With us by your side, you’ll:

Feel like you’re listened to

Be led by a bespoke financial plan

Have someone by your side

Stay ready for life’s uncertainties

What’s your current focus in life?

I’m a business owner thinking ahead

I’m nearly or in retirement

I’m creating a lasting legacy

The people who make it all happen...

Rory Brazil

Emma Bond

Will Morrall

Linsey McCallion

Rory Brazil

Emma Bond

Will Morrall

Linsey McCallion

Want to explore what’s possible?

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