Bright Wealth

About

Our Company

Bright Wealth have been providing quality advice since 2009 and have an unrivalled knowledge of the industry.

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 Quilter Financial Planning 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

Our advisers have collectively 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. All 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 Quilter Financial Planning. The company has grown to become the UK’s largest distributor of financial advice. We are a part of more than 3,000 advisers looking after the interests of customers nationwide.

We operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs. Since launch Quilter have consistently exceeded market expectations making Quilter one of the most successful and fastest growing financial services businesses.

Quilter Financial Planning itself is part of Quilter Plc which is listed on the London Stock Exchange and is a constituent of the FTSE 250. This provides real financial strength that offers long-term security for all its customers.

Our Services

Having worked with a wide range of clients in all areas of financial planning, it became clear that we needed to provide independent financial advice. We feel that only by being independent can we deliver a comprehensive and fair analysis of the market for you.

We will provide you with a personalised research service, which is supported by the enhanced buying power of the Quilter. While we will research the whole of the relevant market directly for you, we are also able to utilise the specialist research tools provided by Quilter. This makes sure our service is of the highest quality, and that it remains up-to-date and appropriate to meet your needs both now and in the future.

We operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs.