Bright Financial Planning

Independent Financial Adviser The Old Rectory, Cricket Lane, Cricket Malherbie, Ilminster, Somerset, TA19 0PW
FCA verified
19th November 2018
We exist to ‘Enhance and enrich our clients’ lives.’ That’s the Bright way; we look forward to working with you.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Michael Raymond DipPFS
Financial Planner
Where to find us

The Old Rectory, Cricket Lane, Cricket Malherbie, Ilminster, Somerset, TA19 0PW

About us

Bright is a niche advisory firm, delivering the highest level of comprehensive independent financial planning.
We deliver this to a relatively small number of clients, enabling us to provide a highly focused level of service and attention.
We know your finances are important to you, and because of that they’re important to us, too. So you’ll always receive the best service and advice at all times, without exception.
We work best with entrepreneurs, family businesses, partners and senior executives. We bring truth and vision to your wealth management, developing a plan that helps you pursue a path to financial independence.

Our services

Connecting our client’s money to their lives and enhancing their understanding of what they can achieve with it is the reason Bright exists. It’s why we are passionate about everything we do.
Our business is built upon a simple foundation: a commitment to ‘Enhance and enrich our clients’ lives.’
That’s the Bright way, and we look forward to working with you.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Bright Financial Planning is Authorised and Regulated by the Financial Conduct Authority (608375)

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