our philosophy
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 and the future of your loved ones.
Our process for providing quality advice
1. Getting to know you
We will learn all about you, your wants, needs, goals and aspirations. To do this we will ask questions, listen, and find out what’s important to you.
2. Understand your current circumstances
Determining your current financial situation will allow us to build an accurate picture of what you have and where it is held.
3. Analysis, research, and development of your financial plan
We will build a financial plan unique to you, based on your current available capital, budget, arrangements and appetite for risk, as well as ensuring this is aligned with your goals and objectives.
4. Presenting the plan
We will present your financial plan to you and explain our recommendations. You will have the opportunity to discuss these with us and ensure you are clear on how these add value tailored personally to you.
5. Implementation
Like most of our clients, you may choose for us to implement your plan for you. By working on your behalf with the provider or lender, we can save you time and effort, and ensure your plans are set up correctly.
If you decide to do all the work to implement our recommendations yourself, with advice and guidance from us, we’ll ensure our fees for this are made clear to you.
6. Review, refine and forward planning
Our ongoing service is offered where we believe this is of benefit for you. Reviewing and refining your plan will help you remain on track and forward planning is vital as changes in life circumstances inevitably occur along the way.
We also contact you with information and suggestions that we feel are directly relevant to you and your plan.
Find Your Local Bright Adviser
Much of our advice can be delivered remotely by phone or video but if you would prefer to be talking to an adviser who is based near you please see the areas we cover.
We have advisers based in Cambridgeshire, Bedfordshire, Suffolk, Hertfordshire, Buckinghamshire, Northamptonshire & Lincolnshire.
Fill out the form and your local adviser will be in touch shortly to discuss how we can help.
We're Planting Trees!
Climate change is harming our planet, but if we all make a small change, we can make a big impact.
As we recognise we all have a part to play in protecting our planet, we've decided to plant a tree for each mortgage that completes and every life insurance policy starts with Bright Advice.
Chester House
63 Cambridge Street
Godmanchester
PE29 2AY
01480 22 22 80
info@brightadvice.co.uk
Bright Advice is a trading style of Lifetime Wealth Management Limited, which is an appointed representative of Quilter Financial Services & Quilter Wealth Limited, which are authorised and regulated by the Financial Conduct Authority and registered as 440703 and 217742 respectively.
Lifetime Wealth Management Limited is registered in England and Wales, Company number 04631136. Registered Address: 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.
The guidance and information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Wealth Limited & Quilter Financial Services Limited 03/09/2024.
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