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 Financial Conduct Authority.