Bright Wealth Management
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation. As a Senior Partner Practice of St. James’s Place Wealth Management, Bright Wealth Management can provide you with a personal wealth management service designed to meet your short and long-term needs. We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
We know that there are no standard solutions and we know that you have your own ambitions. Your concerns, responsibilities and lifestyle are as individual as you are. Through St Jame’s Place, we have access to global investment fund managers – carefully researched and selected – which help us plan financial strategy unique to both you and your family.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
For full details of the range of products and services that are available to you, visit www.brightwm.co.uk
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Bright Wealth Management is a trading name of Bright FS Limited.