Pensions & Investments

Reliable advice on Pensions and Investments based in Newbridge

Bright Financial does not provide advice on pensions and investments. We are however committed to sourcing our trusted partner, Personal Wealth Management to provide a range of financial and investment solutions for all our clients, whatever their needs.

We are able to introduce you to our colleagues at Personal Wealth Management South Wales Ltd (PWM) so you can obtain advice on: Wills, Trusts and Probate, Investments, Pension Planning, Inheritance & Capital Gains tax and Property Portfolio Management (FCA 784785)

Wills & Trusts: Wills & Trusts are not regulated by the FCA

Enjoy a financially secure retirement

Contact Bright Financial Affiliates Ltd to be introduced to a Financial Adviser in PWM (FCA 784785)

For Independent advice in Newbridge, across South Wales and the West?

Call Bright Financial Affiliates Ltd on 02921 750 500

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Available pension and investment plans include:

Tax planning
Inheritance planning
Stakeholder pension schemes
Deferred annuity schemes
Personal pension schemes

Make the most of your income

The earlier you start investing in a pension plan, the better. Our advisors have extensive experience in the industry and will provide you with smart ways of saving money for the future. You can also contact us if you want to insure your property, draft your will or want remortgaging services.

Are you looking for Financial services in Newbridge Pontypool, Abergavenny or across South Wales call Bright Financial Affiliates Ltd on 029 2175 0500

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Bright Financial Affiliates Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority.

Bright Financial Affiliates Ltd. Registered address: 20 High St, Newbridge, Newport NP11 4EZ. Registered in England and Wales. Company no: 09252226

Your home or property may be repossessed if you do not keep up repayments on your mortgage. Bright Financial Affiliates is not authorised for Pensions and Investments and we will refer this to a specialist. Wills and Power of Attorney are not regulated by the FCA.

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.