Bright Investments Pensions and Savings Ltd

Independent Financial Adviser  Thatched House, High Street, Little Milton, Oxfordshire, OX44 7PU
We are a small firm of qualified actuaries offering independent financial advice. With low fees and jargon free advice, let us help you with your financial planning, savings and pensions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Francois van der Merwe
Consultant
About us

We are based in South Oxfordshire and South London and provide independent financial advice to individual and corporate clients. Our company specialises in finding you the right solution with knowledge, transparency, integrity and commitment.

We can advise you on a broad range of issues including:
Retirement Planning
Savings and Investments
Inheritance Tax Planning
Personal Protection
Business Protection

Francois van der Merwe is based in Oxfordshire. He is an Independent Financial Adviser and Actuary with more than 20 years' experience investing for Institutions and Families.

Ana de la Quintana is based in South London. She is an Independent Financial Adviser and Pensions Actuary with a background in Corporate Pensions and Employee Benefits. She specialises in Pensions and Investment Advice.

Our services

From our roots in actuarial discipline we find pensions a natural fit. Our collective deep experience in professional investing also sets us apart from many financial planners.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
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This adviser is currently out of office and not available for contact

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