About
Our Company
Bright Wealth have been established to manage people’s wealth, and give advice on a range of financial matters, our clients are our number one priority and we are committed to providing a first class service.
We advise many clients nationally ranging from private limited companies to partnerships, sole traders and individuals. We provide financial advice on pensions, investments, employee benefits and life assurance.
Having the right team behind you is essential when providing financial advice. That is why we are part of Lyncombe Consultants which combines national resources with local support.
Our distinctive model offers the reassurance and benefits of a big firm with the culture of a smaller one. Our commitment is to help our clients thrive by enabling them to achieve their lifetime financial goals.
Our Advisers
We have been providing advice for over 30 years. We place great emphasis on staff training and development. Our advisers are highly qualified to provide advice in their specialist areas. Our advisers hold The Diploma in Regulated Financial Planning.
We are also members of the Chartered Insurance Institute and Personal Finance Society.
We work with you to create and implement a personalised financial plan built on your needs, goals and desires no matter how complex they may be.
Our advice process is about understanding your situation, assisting you in defining financial goals, consolidating and optimising investments, minimising taxes and managing investment risk by implementing comprehensive solutions to meet your needs.
Our Network
We are part of Lyncombe Consultants Ltd, which is a new style network model with a vision to develop a unique model that would be an exciting new breath of fresh air in the financial services market place.
Lyncombe Consultants provide personalised supervision and state of the art technology for financial advisers which is designed around individual business models to keep them safe and free from complaints.
They also have qualified technical experts who understand financial services, and are well positioned to offer help, if or when needed.
The company operates across all markets, from wealth management, retirement planning, mortgages, personal protection and business protection.
Pensions
Savings & Investments
Savings & Investments
Ensuring you maximise your standard of living for when you want to retire and take things easier.
Savings & Investments
Savings & Investments
Savings & Investments
Making the most of tax-efficient savings & investment opportunities to maximise growth.
Protection
Savings & Investments
Protection
Protecting your family’s standard of living against the unexpected.
Mortgages
Estate Planning
Protection
Ensuring the most appropriate arrangements for your home, second home or buy-to-let.
Tax Planning
Estate Planning
Estate Planning
Retaining more of your hard-earned money legally by maximising your allowances.
Estate Planning
Estate Planning
Estate Planning
Preserving the value of your estate for the benefit of your family.