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  11. Bright Investments Pensions and Savings Ltd

Bright Investments Pensions and Savings Ltd

Independent Financial Adviser  Thatched House, High Street, Little Milton, Oxfordshire, OX44 7PU
First meeting at adviser's own cost
We are a small firm offering personalised and 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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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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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Capital gains tax
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Estate planning
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Corporate pension
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Employee benefits
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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
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Group private medical insurance
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Response rating
7.0/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
Mr Francois van der Merwe FIA CAIA DipPFS
Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Where to find us
Head office address: Thatched House, High Street, Little Milton, Oxfordshire, OX44 7PU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 28th June 2021

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