Brighter Financial Services

Independent Financial Adviser  66-68 West Street, Halifax, HX6 3AN
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FCA authorised
Last authorised 16th November 2020
We offer life-stage financial planning from pre-to post-retirement. From buying a home to planning your later years. Here to help.
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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Commercial motor
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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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Travel
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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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Commercial mortgages
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Corporate pension
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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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Long term care
Meet our advisers
Ross McFadzean B.Sc. M.Sc. APFS
Director, Chartered Financial Planner
John Jackson DipPFS
Director, Independent Financial Adviser
Jonathan Myers
Independent Mortgage Advisor
About us

Brighter Financial Services Ltd have one aim. To support the client, with a comprehensive financial plan that helps realise financial aspirations, at every twist and turn of life’s journey.

We focus our service offering on the full range of financial services, but can offer our pension and investment clients specialist skills in the area of fund management and occupational and personal pension advice. We are one of the few companies in the country to have been granted authorisation from the FCA to provide advice on final salary pension schemes

Whether it is advice you require or product management, we will ensure that when you work with us the result will be (taking account of market fluctuations) a financial portfolio that exactly matches your needs.

Our services

We are specialists in the area of lifestyle financial planning and product arrangement for later years, savings and investments. We take pride in our engagement record and have worked with some of our clients for over 20 years. We are working towards chartered status and have FCA permissions to review pension transfers for DBS (final salary) pensions.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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.

66-68 West Street, Sowerby Bridge, Halifax, HX6 3AN

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