Dermot Brannigan has been providing professional, ethical advice in many areas of financial planning for over 30 years.
We prefer to concentrate on advice rather than products. We prefer to spend our time asking questions to discover what it is our clients would really like to achieve, then work out the best way forward. For example have you recently asked yourself any of these questions?
- Are you taking too much, or too little risk, with your money?
- Are your existing financial plans still fit for purpose?
- Would you like to know where your retirement plans will take you?
- Would you like a simple explanation of how recent pension changes affect YOU?
- Do you just want to know if you are doing the right thing with your money?
- Do your investments reflect any environmental, ethical or social concerns you may have?
MORTGAGES
LATER LIFE ADVICE
BUY TO LET
Investment & Taxation
SAVINGS AND INVESTMENTS
ETHICAL AND SUSTAINABLE INVESTING
ESTATE PLANNING
PERSONAL & FAMILY PROTECTION
PRE & POST RETIREMENT PLANNING
BUDGET PLANNING
EXPERT WITNESS SERVICES
Our Process
Our process is quite simple. You choose how you engage with us, and how often.
If you want holistic advice on your whole financial situation, we can provide it.
If you want specific advice on one aspect of your finances, we can accommodate that too.
We prefer face-to-face meetings as it gives you an opportunity to really see whether we are right for you. If you prefer meetings at distance, we can accommodate that too.
Whatever type of advice you require, we will agree what work is required and how much we will charge. We will only commence work once this has been agreed with you.
After research we will provide you with a report including recommendations on what we think you should do. This will also include the reasons why we have recommended something, or perhaps why we are not recommending something.
We charge for the report. Whether you act on our advice is up to you. But you are paying for our advice, regardless of whether there is a financial product involved.
We offer three levels of service:
Copper Beech Service
This is a pay-as-you-go service. You ask us to provide you with advice on various areas of your financial situation and we charge a fee for that. There is no commitment on either part to continue with this service afterwards, unless you ask us to provide us with advice again. Please contact us for a list of the fees payable.
Silver Birch Service
This is an on-going financial advice service which entitles you to advice throughout the year and an annual review meeting. This service is £25 per month. Please contact us for further details.
Oak Service
This is similar to the Silver Birch Service, however this entitles you to two meetings per year. This service is £50 per month. Please contact us for further details.
Our Principal
Dermot Brannigan
Dermot has been an adviser for over 30 years. Dermot Brannigan – IFA was set up to provide independent, unbiased, financial advice.
Dermot has always believed you should have all the facts in front of you, before you make a decision. If you have requested advice you should be told what you need to know, not just what you want to hear. It’s your money, your future, and so ultimately the decision on the best way forward should be yours.
He embraced a fee-based advice proposition when the rest of the industry was still commission-based. A fee-based service makes the relationship between a client and their adviser more equitable. Charging fees aims to remove potential bias, is transparent and gives a client more of a say in how much their adviser is paid for their advice.
Dermot has extensive experience and knowledge in ethical investments. He spends a lot of time looking at investment funds to see which match his clients’ beliefs and principles.
Enquiry Form
Contact Dermot Brannigan
Office Address
Dermot Brannigan – Independent Financial Adviser
12 Crowood House,
Gipsy Lane,
Swindon,
SN2 8YY
Tel: +44 (0) 179 343 0088
Mob: +44(0) 781 273 2463
Email: Dermot Brannigan