My whole experience with the team was fantastic from start to finish. This was my first time purchasing a property and my i had some challenging credit history which required to be overcome. Rachel walked me through and made everything very simple for me and sourced a very good mortgage agreement on my behalf as well as providing advice and recommendations on other topics, income insurance etc. Well worth the money for the support and guidance received could have done it without the team. Chris was also hugely helpful in dealing with any enquiries and always managed to resolve in very timely manner. his support throughout was fantastic, again cant emphasises enough great team and fantastic service provided, worth every penny and i will gladly recommend and continue to use again and again.
Andrew Parkinson understands my needs and personal circumstances, as a result of which, he gives myself and my family a first class service.
How long have you been in financial services? I have been in financial services for 6 months, since then I have been on numerous amounts of extensive training courses putting me in the top 10% of the population for will knowledge.
How long have you been at Bright Advice? I have been with Bright Advice for 6 months. I have had a huge amount of experience when it comes down to estate planning, I have seen what happens when there is no protection in place and I have seen how much of a Silver lining Estate planning really can be. Having sat both sides of the bench I really can understand and believe why it’s so important, I want to make sure that our clients here at Bright are looked after the way they should be, the Bright Way.
How does your experience help you to help your clients? Being at Bright really does help me Help Our Clients. With the support of the team we have working together we really can make a difference. Making it as simple and stress free for the client to get all the protection and support in place that they need. From buying there first house to planning there estate.
How does being at Bright help you to help your clients? I am happy to meet with my clients however they wish to meet me. However I have to say Face to Face is most probably my preferred way, this the Client can put a face to the name and really put there faith in me to do right by them. Everyone does love a skype meeting though!
How do you like to meet with clients, face to face, Skype, phone and reasons why? I am happy to meet with my clients however they wish to meet me. However I have to say Face to Face is most probably my preferred way, this the Client can put a face to the name and really put there faith in me to do right by them. Everyone does love a skype meeting though!
What are you main Hobbies & interests? When it comes down to my hobbies, I only have a few, I go to the gym in the morning before work, I love going out to eat, love all different cuisines and the when at home reading. My interests are cars, one day I will drive my dream car.
Protecting your future is at the heart of what matters to us. We work with our clients to reduce debt, ensuring the foundations are there to increase their wealth. All of our financial, mortgage and insurance advice is based on protecting your future.
Our Vision; to be the most trusted advisers throughout your lifetime.
At Bright we combine traditional values and friendly local offices with genuine mortgage and insurance advice. With our vast experience and contacts we can often find you exclusive deals not available on price comparison websites. But it is not just about getting you the best deal, we want to offer our clients a lifetime of financial advice. At Bright we have a distinct proposition for the market!
Our Approach; getting to know you is essential!
We work closely with our clients to get to know them. The more we understand about our clients the more we can help them to reduce their debt, maintain their lifestyle and increase their wealth. Our advice is not just based on your situation today but your aspirations for the future. Over time, these aspirations will change. We offer our clients ongoing support throughout their life.
At Bright Advice, our philosophy is designed to help you through life’s financial journey. Watch our video to see how…