Helping you stay on track with your life ambitions.

Tired of being told you need a pension without really understanding why?

At Brighter Financial Services we’ll follow your finances, you follow your future.

BRIGHTER FINANCIAL SERVICES WILL

Work with you to create a financial plan that is performance driven and meets your goals.

Assign you an independent financial adviser and make sure your financial plan remains on track.

MEET THE TEAM

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WHY CHOOSE US

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Our clients often stay with us for 20 plus years because they trust us.

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We insist that all our advisers are qualified via the Chartered Insurance Institute, from Level 4 to Chartered status.

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We use a secure server to make sure all your correspondence is confidential and safe.

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We will advise clients not to use an independent financial adviser if we think they don’t need one.

(We encourage you to check our details on the FCA’s register by visiting register.fca.org.uk or by contacting them on 0300 500 0597. Our FCA number is 531145).

WHAT MAKES US BRIGHTER?

Introducing Client Exchange

Client exchange helps our clients think about their life goals, instantly and from the comfort of their own homes, leaving us to do what we do best, managing their finances around them.

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WHAT IS CLIENT EXCHANGE?

"Meet Josh, he'll show you how it works".

OUR CHARGES

MORTGAGES AND INSURANCE

Our standard fee is £295. Click here for further details.

PENSIONS AND INVESTMENTS

Our initial fee is between 4% to 0.5%- decreasing with the more you ask us to manage on your behalf.

LOOKING AFTER YOUR INVESTMENTS AND PENSIONS-ON-GOING PLAN SERVICING

For clients paying 1% of the value of their investment or pension we offer complimentary services.
For clients paying 0.75% of the value of their investment or pension we cap your costs to a maximum of £800.
Click here here for more information on all our charges

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