At Bright Financial Planning, answering these questions is the foundation of what we do. We ascertain the value of your savings, pensions and investments, forecasting what they'll provide in the future. And most importantly, we establish whether it will be enough to see you through. For most people, this question is addressed when they near retirement.
And if the answer is that they do not have enough there are some tough choices to make - none of which is favourable. Our comprehensive Financial Planning & Wealth Management Service will help you plan your future so there are no surprises. You will know what you financial future will look like.
And if the answer is that they do not have enough there are some tough choices to make - none of which is favourable. Our comprehensive Financial Planning & Wealth Management Service will help you plan your future so there are no surprises. You will know what you financial future will look like.
Services
Our client experience is collaborative: we work together from initial instruction to action, year after year. Our experience shows that this is the kind of environment in which meaningful discussion is shared, and helpful insight derived. We don't tell clients what they can and can't do with their money or try to cajole them into a decision.
Bright Financial Planning is a niche advisory firm, delivering the highest level of comprehensive independent financial planning advice. We deliver this to a relatively small number of clients, enabling us to provide a highly focused level of service and attention. When we meet, you will have all the time you want to discuss your ambitions for the future.
We put you, your family, your life at the very centre of everything we do. And it stays that way, year in and year out. Every year. You will have transitions on your journey. Your money and your life are connected and they impact on each other. If something happens in your life it will nearly always impact on your money, and vice versa.
Here are a few types of client we work best with, though the list is by no means exhaustive. You require assistance with your personal assets and the assets that cross over with your business, pensions, and so on. You may be looking to plan the exit or handover phase for your business, and need an understanding of how much money you need, and how much the company and your share of it is worth.
Life Centred Financial Planning is a compelling and comprehensive service that focuses on the very heart of the things you want most in life. Every single piece of data used will be your data, provided by you and agreed by you. Life Centred Financial Planning encourages and enables you to articulate, identify, achieve and maintain your desired lifestyle until you die.
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