We believe that everyone should have access to quality and professional financial advice, regardless of their financial standing. We feel that ongoing commitment and good planning will significantly improve your financial future.Our mission
We aim to strengthen your financial position, protect your lifestyle and ultimately achieve your financial independence, through the provision of clearly explained and professional financial advice.
Served areas
- Bristol & South West
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Services
Financial Planning
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Saving for Retirement
Tell us what retirement looks like for you, and we will formulate a realistic plan to get you there. If you have existing provision we’ll check to see if it is still working for you.
Investing for the Future
If you’re starting out, we can help you take the first steps towards building your wealth. If you’ve already got some money and want it to work harder for you, we can help with that too.
Protecting Your Family
Our skill is in identifying gaps where you may have a financial shortfall if anything unexpected happens. We’ll provide a solution to bring peace of mind to you and yours.
Estate & Tax Planning
Taxation is a complicated and ever-changing landscape. We can help minimise the tax you pay on your wealth and plan to preserve it for future generations.
Tell us what retirement looks like for you, and we will formulate a realistic plan to get you there. If you have existing provision we’ll check to see if it is still working for you.
Investing for the Future
If you’re starting out, we can help you take the first steps towards building your wealth. If you’ve already got some money and want it to work harder for you, we can help with that too.
Protecting Your Family
Our skill is in identifying gaps where you may have a financial shortfall if anything unexpected happens. We’ll provide a solution to bring peace of mind to you and yours.
Estate & Tax Planning
Taxation is a complicated and ever-changing landscape. We can help minimise the tax you pay on your wealth and plan to preserve it for future generations.
At Retirement
Report
Defining Your Position
Everyone is different, and taking stock of all of your assets is a really important part of preparing for this new phase of your life. We’ll assess how your funds can best be used to provide for your retirement.
Helping You Decide
Do I want a lump sum? Do I want income? Do I want to keep saving? Do I want a guaranteed amount of money? Do I want to retire? We’ll discuss consequences, alternatives and outcomes with you to make sure you’re making the right choices.
Making It Happen
We’ll search for, identify, agree and implement the right type of plan to accommodate the choices you’ve made. We’ll take care of the paperwork and keep an eye on progress on your behalf.
Building in Flexibility
We know that things change, so we won’t walk away once we have set up your retirement pathway. Our aim is to review your situation regularly so that you can react positively to change.
Everyone is different, and taking stock of all of your assets is a really important part of preparing for this new phase of your life. We’ll assess how your funds can best be used to provide for your retirement.
Helping You Decide
Do I want a lump sum? Do I want income? Do I want to keep saving? Do I want a guaranteed amount of money? Do I want to retire? We’ll discuss consequences, alternatives and outcomes with you to make sure you’re making the right choices.
Making It Happen
We’ll search for, identify, agree and implement the right type of plan to accommodate the choices you’ve made. We’ll take care of the paperwork and keep an eye on progress on your behalf.
Building in Flexibility
We know that things change, so we won’t walk away once we have set up your retirement pathway. Our aim is to review your situation regularly so that you can react positively to change.
Reviews (5)
T. B.
Company Pension Schemes are a complex area, and whilst I credit myself with decent common sense and a reasonable head for numbers, I know my limitations. My corporate pension adviser has been a fantastic support in helping me keep my pension provisions on track, through his open approach and clear expertise. He gave good pragmatic information at the inception of the policy.
At the annual reviews, he gives individual straightforward advice based on my personal needs and circumstances. He is always willing to throw in some anecdotal tips to ensure that I take every opportunity to maximise my entitlements. My adviser prides himself on treating every pension policy like it was his own. In my experience, he certainly does that.
At the annual reviews, he gives individual straightforward advice based on my personal needs and circumstances. He is always willing to throw in some anecdotal tips to ensure that I take every opportunity to maximise my entitlements. My adviser prides himself on treating every pension policy like it was his own. In my experience, he certainly does that.
M. M.
C. W.
Thank you for all the time and trouble you have taken in explaining exactly what benefits I have under my existing [pension] scheme … I have found our meetings really very helpful. Very many thanks for patiently explaining all the pros and cons of doing this [pension transfer] in language I could understand.
M. C.
We appointed Brighton Williams to help us with a new mortgage. The process of choosing a product that was suitable for my needs was made very easy thanks to my adviser. I would recommend the service provided by Brighton Williams as the process of selecting a mortgage and filling in the required paperwork was simplified with my adviser’s help.
M. R.
Very good overall service, worked very hard with us to get the mortgage application completed within the short time scale we had, we were always regularly contacted with updates and our adviser himself was always available to speak. He was very clear with us about all terms and conditions of the lender and then covered the finer details with us to so we had all bases covered going into the application. Overall great speedy service, and helped out with several other policies. We would recommend Brighton Williams.