About Bright Wealth

We provide step by step advice & recommendations on a range of financial matters, including pension, investment, tax. planning and personal protection.Our clients are our number one priority and we are committed to providing a first class service.
Bright Wealth have been established to manage people’s wealth, and give advice on a range of financial matters, our clients are our number one priority and we are committed to providing a first class service.We advise many clients nationally ranging from private limited companies to partnerships, sole traders and individuals. We provide financial advice on pensions, investments, employee benefits and life assurance.Having the right team behind you is essential when providing financial advice. That is why we are part of Lyncombe Consultants which combines national resources with local support. Our distinctive model offers the reassurance and benefits of a big firm with the culture of a smaller one. Our commitment is to help our clients thrive by enabling them to achieve their lifetime financial goals.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Self employed
  • Flexible

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