About Bright Blue Wealth

We offer a range of services to help you achieve financial peace of mind, including, Investment planning, Retirement planning, Inheritance Tax planning and Mortgage & Protection Advice with over 25 years of experience.
The team at Bright Blue Wealth have been looking after clients’ finances for the last 25 years. Our clients and their families entrust us with in excess of £500 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. We administer and offer bespoke recommendations on assets under management of £250 million, spread through pensions, offshore and onshore investments and share portfolios.Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve goals; we take time to explain our recommendations and advice as well as explore with clients the different options and routes open to them.
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:
  • Estate planning

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

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Right to buy
  • High loan to value
  • Self employed

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