Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve goals. Looking after your wealth is an ongoing process and Bright Blue Wealth advisers stay in touch with you to ensure that the strategy and objectives you have set are on track.
Whether you are investing for retirement through a pension or into an investment wrapper for capital growth or income, your adviser at Bright Blue Wealth will go through the various different wrapper options available to you. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Whether you are investing for retirement through a pension or into an investment wrapper for capital growth or income, your adviser at Bright Blue Wealth will go through the various different wrapper options available to you. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Services
The team at Bright Blue Wealth have been looking after clients' finances for the last 20 years. Our clients and their families entrust us with in excess of 500 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. We administer and offer bespoke recommendations on assets under management of 250 million, spread through pensions, offshore and onshore investments and share portfolios.
We work with clients on a face to face basis, meeting and speaking regularly to review changing financial needs. We work with small businesses, individuals and families, ensuring that their wealth continues to build up and lasts through to as many generations as possible, whilst protecting assets as much as possible from the effects of taxation.
The Foundation** was launched in 1981 to support disadvantaged people in the UK and overseas. It is funded and supported by the staff and self-employed Financial Advisers of Openwork across the UK. The Openwork Foundation is both a fundraising and grant-giving fund. The staff and Advisers of Openwork actively fundraise in their own time and put forward projects and charities they'd like to support.
Our experienced advisers will undertake a detailed personal review of your current situation, your future objectives, needs and aspirations. They will also collate all relevant financial information and establish your attitude to risk.
Your adviser will clarify the current position of your investment and pension portfolios and other policies with research and analysis of the funds, their performance against benchmark and, more importantly, against your risk tolerances.We will present you with a recommendation that covers the different routes you can take to achieve the discussed objectives, and agree a plan to build your investment and pension portfolios and protection needs.
Your adviser will clarify the current position of your investment and pension portfolios and other policies with research and analysis of the funds, their performance against benchmark and, more importantly, against your risk tolerances.We will present you with a recommendation that covers the different routes you can take to achieve the discussed objectives, and agree a plan to build your investment and pension portfolios and protection needs.
The annuity market is a challenging and complex one, with more people needing personal advice with specific investment strategies that respond to the need for income in a bespoke and, often, varied strategy than ever before. Reducing annuity rates, choice of income options and the ever-changing regulation mean this type of planning is probably one of the most important pieces of work your adviser will do with you.
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