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About Us

 

Bright Financial Solutions Ltd is a firm of independent financial advisers specialising in the management of investment portfolios and pensions.

 

We've been helping clients navigate complex financial markets since November 2004 and from those very early days our business has evolved primarily through client recommendations.

 

Based in Bridgend, South Wales, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients wealth and sense of well-being.

 

Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

Impartial advice of the highest quality.

 

At Bright Financial Solutions Ltd our highly skilled advisers use state of the art technology enabling us to meet all of our clients financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

 

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

 

In other words, recommendations which are totally in our clients interests - not someone else's.

 

Our approach

 

Our initial meeting is complimentary (at our own cost) after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients requirements.

 

With that knowledge, 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. We already have good relationships with these professions.

 

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

 

Bright Financial Solutions Ltd focus on flexibility, offer a wide range of investment options and different price structures to choose from.

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