OUR MISSION
Welcome to Bright Wealth a leading financial advisory firm with a mission to help individuals and businesses reach their financial goals.
Our experienced and knowledgeable team will offer you the best advice to help plan out your financial future.
We understand the value of money and the importance of making sound financial decisions. With our advice and guidance, you can feel confident and secure that you are making the right decisions to ensure a bright financial future. We look forward to helping you reach your goals.
Tailored Solutions for Your Financial Needs
FINANCIAL PLANNING
At Bright Wealth, we help you plan your financial future by creating a tailored plan that works for you. Our team of experts can guide you on retirement planning, savings & investments, tax planning, estate planning, mortgages & protection. We work with you to understand your needs and create a plan that meets your financial goals.
REAL-TIME INFORMATION
We provide you with real-time information to help you make informed decisions about your finances. Our team of experts can guide you on retirement planning, savings & investments, tax planning, estate planning, mortgages & protection. We work with you to understand your needs and provide you with the information you need to make the right decisions.
Bright Wealth in Numbers
350+
CLIENTS
£45M+
MANAGED ASSETS
35+
YEARS OF EXPERIENCE
400+
CLIENT MEETINGS EACH YEAR
OUR NETWORK
Trusted Partnerships for Your Financial Success
We are proud to be a member of Lyncombe Consultants Limited, which is part of Adviser Services Holdings Limited (ASHL). As a leading adviser support service provider with over 400 financial advisers within the group, ASHL provides us with access to a wide range of resources and expertise.
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ASHL Group
Lyncombe Consultants
Rockhold Asset Management