Bright Wealth

Independent Financial Adviser  Subani House, Wolverhampton, South Staffordhire, WV10 7PJ
First meeting at adviser's own cost
We provide step by step advice & recommendations on a range of financial matters, including pension, investment, tax. planning and personal protection. Our clients are our number one priority and we are committed to providing a first class service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Nick Johal CERT PFS, MAQ
Principal

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

Bright Wealth have been established to manage people’s wealth, and give advice on a range of financial matters, our clients are our number one priority and we are committed to providing a first class service.

We advise many clients nationally ranging from private limited companies to partnerships, sole traders and individuals. We provide financial advice on pensions, investments, employee benefits and life assurance.

Having the right team behind you is essential when providing financial advice. That is why we are part of Lyncombe Consultants which combines national resources with local support.

Our distinctive model offers the reassurance and benefits of a big firm with the culture of a smaller one. Our commitment is to help our clients thrive by enabling them to achieve their lifetime financial goals.

Our services

We provide advice on:

Pensions - Ensuring you maximise your standard of living for when you want to retire and take things easier.

Savings & Investment -Making the most of tax-efficient savings & investment opportunities to maximise growth.

Estate Planning - Preserving the value of your estate for the benefit of your family.

Tax Planning - Retaining more of your hard-earned money legally by maximising your allowances.
Mortgages - Ensuring the most appropriate arrangements for your home, second home or buy-to-let.

Protection - Protecting your family’s standard of living against the unexpected.

Where to find us
Head office address: Subani House, Old Stafford Road, Slade Heath, Wolverhampton, WV10 7PJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Bright Wealth is a trading style of Lyncombe Consultants Limited which is authorised and regulated by the Financial Conduct Authority under firm reference number 618025. Registered in England and Wales No.06030940. Registered office: The Brookdale Centre, Manchester Road, Knutsford WA16 0SR.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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