As a long-established and successful firm of financial planners with proven expertise, we are here to help you plan your future and maximise your financial potential. We define Financial Planning as an ongoing process that enables you to make considered decisions about your money, which in turn can help you shape and build your future in the way that you want.
Most importantly, we believe that building long-term relationships with our clients is essential to successful planning. We believe that the role of a Financial Planner/Adviser is to identify, measure, monitor and minimise financial risk, in accordance with your personal objectives and your tolerance to financial loss.
Most importantly, we believe that building long-term relationships with our clients is essential to successful planning. We believe that the role of a Financial Planner/Adviser is to identify, measure, monitor and minimise financial risk, in accordance with your personal objectives and your tolerance to financial loss.
Services
Whether you're just starting out, looking to build on your existing assets or are financing your post-retirement lifestyle, we're here to help. Our service areas are designed to offer great flexibility, so that you can find the perfect fit. Tell us what retirement looks like for you and we will formulate a realistic plan to get you there.
From the outset, I knew I wanted to work in financial services. My first job was as a pensions administrator, and over the period of 10 years I worked my way through various roles, learning the pensions industry from the ground up - and this turned out to be crucial for what was to come! Eventually, I moved on to advising on corporate pensions and working with clients face to face and I started to realise that I had found my niche.
Brighton Williams was established in 1992 with the aim of providing quality, professional financial advice in the South West. Our Company has grown much bigger since then, but we still keep our focus firmly on the core values we started out with. We believe that everyone should have access to quality and professional financial advice, regardless of their financial standing.
Our SmartMoney news magazine, keeps you up to date with what's happening in the financial planning world. We also have a selection of Client Guides, providing valuable insights and information. There are lots of different topics covered and they are updated regularly, so keep an eye out for the latest issues ().
We find that there are some questions we get asked quite a lot by people who are thinking about using our services. We've listed a selection of the most popular ones in our FAQs, and hopefully you can find the information you are looking for below. If you can't find the answer to your question here, then please get in touch - we love questions, so keep them coming!
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