We provide independent financial advice to both individuals and businesses.
The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved
We can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our clients Accountants and Solicitors.
Bright Financial Solutions Ltd provides independent financial advice to both individuals and businesses on a fee or commission basis (dependent upon client choice). The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:
1. Initial meeting and review
2. Needs and goal setting
3. Analysis and research
4. Presenting a financial plan and recommendations
6. Forward planned regular reviews
The Old Post Office, 13 Ewenny Road, Bridgend, Mid Glam, CF31 3HN
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.