Brimmond Financial Planning

IYKYK….an office right next to Costco has its perks!!

A 5 star review on a wet Tuesday morning is very much welcomed!! Thank you for a great review, happy to help and look forward to continuing to work with you in the future ⭐️

I think we have just about recovered from Friday! 🥾

A huge thanks to Northwood North East for inviting us to take part in their charity walk. This year Northwood are celebrating their 15th year in business and to mark the milestone, they have pledged their commitment to help at least 15 local charities. We walked from their brand new office in Banchory to their office in Rosemount, Aberdeen. 18.6 miles in total!! 👣 A great day from start to finish, catching up with some familiar faces and meeting some new ones too!

Donation page is still open, and they have already raised nearly £3k to be split between aberdeenaac, Friends of Anchor and me not club Banchory - if you’re able to, we’d be so grateful for any contributions. Thank you! Link in stories

I very much enjoyed the pizza at the end and Rachel said the Prosecco was much needed! 🍕🥂

Do you have multiple pensions and have the pile of paperwork to show for it? Make an appointment with us, consolidating pensions is our bread and butter!

It can be tough to keep track of all the financial details and documents that come through your door. At Brimmond, we’re here to help simplify your financial life and reduce the stress that comes with it.

📣 RESULTS DAY 📣

No matter what your results are today, remember there are countless opportunities and paths to success. I remember my own results day well, I didn’t follow a traditional path. I left school and went to college to become an Engineer, spent 11 years on that career path before embarking on a new journey in studying to become a Financial Adviser. 6 years later I am now a Chartered IFA and Director of .

My journey taught me that there’s truly

DYW Scotland (Developing the Young Workforce) is here to support you in exploring all the possibilities, from apprenticeships to further education, employment, and volunteering.

Share your story and inspire others by using the hashtag . Let’s celebrate the diverse journeys we all take to find our success. Check out their website for these photo templates and print outs.

From this online Google review alone, we had 3 new enquiries. We can’t thank you all enough for taking the time out of your busy lives to leave us a review! ⭐️

Remember, leave reviews for things you love, whether it be restaurants, bars, movies or even your financial advisers!! 📈

We are delighted to announce that we are attending the The Parent and Baby Show at P&J Live on the 14th & 15th September, and we’re offering you a chance to win 4x FREE tickets 👶🏼

As a financial advisory firm, we’re dedicated to helping families secure their futures, join us at our stand and attend our expert talk on ‘A light hearted guide to Financial Security for parents and parents-to-be.

How to enter:
- Like this post
- Share this post

Make sure to tag your friends and family below that are new parents or parent-to-be🤰🏼👨🏻‍🍼

Winner will be picked at random and announced on the 8/08/2024

Good luck ⭐️

&jlive

We insure our phones without hesitation, but what about our lives? Ensure your family is protected with the most important insurance of all. Book a free consultation with us today. We’d be delighted to help you put your mind at ease by helping you protect your family 👩🏼‍🤝‍👨🏽

The faces behind 📊

Kris and Rachel Urquhart 👋🏻

Thank you very much to Iska for taking these photos! We are delighted with them! Thanks to .official for renting out your great office space for us to use for our backdrop

We are thrilled to unveil our newly branded car, and we couldn't be happier with the results! A massive thank you to XIC for their incredible work and attention to detail. Your expertise has taken our vehicle to the next level, perfectly capturing our brand's essence.

From sleek graphics to vibrant colors, every detail was crafted with precision.

If you see us nipping around, give us a wave!!

Is your business looking to brand a car? If so XIC comes highly recommended from Brimmond! 👌🏻

At Brimmond, we know it's never too early to start planning a brighter financial future. That's why we're thrilled to have been asked to present at the the Parent and Baby Show in Aberdeen! Check out the other Saturday speakers below. All sharing their wealth of knowledge.

Say cheese…. fun morning with Iska Birnie Photography at Neo Space in Aberdeen. Really looking forward to seeing our new headshots and more 📸 Thanks again Iska, you were brilliant!

Anyone looking to update their images, get in touch with Iska!

A pile of crunched up paper?? Can only mean one thing… an old fashioned way to pick a competition winner ⭐️

Congratulations to Shona, the lucky winner of our competition! She'll be receiving £100 in Amazon vouchers.

We're thrilled to announce that we've received 11 new 5-star reviews this quarter! 🌟 It's fantastic to see such positive feedback from our clients.

And it's not just us who appreciate those glowing reviews—receiving cold calls from potential clients who found us because of our 5-star ratings shows just how crucial they are! 📞

Thanks again from all at Brimmond.

Delighted to be part of this brand new event in Aberdeen! The Parent and Baby Show

A light-hearted Guide to Financial Security for parents and parents-to-be✨

Purchase your tickets here: www.parentandbabyshow.co.uk/book-tickets

A light-hearted Guide to Financial Security for parents and parents-to-be✨

We are delighted to announce that Director Kris Urquhart from Brimmond Financial Planning will be a speaker at The Parent and Baby Show!

"We are going to talk about something that might not sound as exciting as picking out baby names or decorating the nursery, but it’s just as important: protecting your growing family’s financial future... by the end, you’ll feel confident in protecting your loved ones."

Kris will be giving his expert advice all weekend, so make sure you don't miss out on the valuable information he will be offering!

Purchase your tickets here: www.parentandbabyshow.co.uk/book-tickets

Two 5 STAR reviews in one day, brilliant!! Thank you very much Tim, delighted to be of service. ⭐️⭐️⭐️⭐️⭐️

Google review of Brimmond Financial Planning by Tim Kendrick ★★★★★ "We can highly recommend Brimmond Financial Planning. Kris provides us with timely and expert advice on all aspects of our financial planning, including our pensions and investments."

We appreciate every review! Thank you very much Annabel, it's been a pleasure to work with you.

Google review of Brimmond Financial Planning by Annabel Holroyde ★★★★★ "Kris, at Brimmond Financial Planning is fantastic. He goes above and beyond to ensure we as clients are happy and is very, very patient. Would highly recommend."

Here at BFP, we love a list📝

Here are some of the areas BFP can assist you with.

Let’s work together to tick off some of the items on your financial checklist ✔️

Working very closely with XIC on an exciting project, watch this space… 🚘

The office - The only place we get to finish a conversation together without getting interrupted by a little one asking for a snack….

It's been a busy few weeks at Brimmond Financial Planning Limited!

Recently, Kris attended the Achievers Event for The Insurance Institute of Aberdeen held at The Chester Hotel. He was delighted to pick up an award for qualifying as a Fellow of the Personal Finance Society, and was the only person to achieve this in 2022 in the Aberdeen area.

Thank you to all who supported Kris throughout this journey and in particular Expert Pensions, who's tutorials and study materials were invaluable.

If anyone else is going through a similar journey and would like some more information, please feel free to reach out.

Long time no post….

A mixture of maternity leave, very busy months and exams means we have not had time to keep up with socials.

We did however find time to go out for our Christmas lunch at Miller and Carter, great food, great company and celebrating a great year.

Delighted with our new headshots, lucky to have a photographer in the family, thank you Rebecca. John wasn’t too keen on getting new ones, I think he was happy pretending his old headshot was recent….and not over 20 years old!!

The team at Brimmond got new headshots taken, typically choosing the hottest day of the year to be in a suit!! So here are some behind the scene reality photos 😂