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Brighter Investment Tool

Josh

These days, we are all more aware of the need to provide for our financial futures, and to fit in with our busy lives, we’re increasingly comfortable with researching and buying products online.

The Brighter Investment Tool comes with the full protection of regulated advice, so you can be safe in the knowledge that you are protected and can always speak to us if you wish. What’s more, you’ll benefit from an easy to use automated process that matches your approach to investment with an appropriate solution.

How to use the tool

1. Firstly, you’ll be asked some questions about your circumstances and approach to investing, so we can find out about your investment needs and match your investment to your specific goals.

2. Then, based on what you’ve told us about your attitude to risk, how much you want to invest and over what time period, a risk-appropriate investment will be recommended. You’ll be able to see projections showing how your investment may perform over time to help you understand whether it will meet your goals.

3. If you’re happy with our recommendations, you can ‘self-serve’ and invest straight away with a simple, secure online payment.

You will receive a simple report as a record of the process, confirming your input, the charges and the recommended investment. Plus, you’ll be able to track your investment whenever you want to see how it’s progressing towards your goal. We can even send you automatic alerts to let you know whether you are on track.

4 If you have any queries before you start investing please click here to contact us or click the button below to start start your self serve investment

Start your Self Serve Investment

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