Enterprise League logo
Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management Logo

Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management

#Wealth Management

#Mortgages

#Investments

#Pensions

#Retirement Planning

#Financial Education

#Business Protection

#Life Assurance

#Inheritance Tax Planning

#Critical Illness Cover

Overview

Corporate Chartered Financial Planners, able to help you with the ever increasing complexity of the financial world. Bright Wealth Management were established in 2003 and have seen much success through a combination of proven experience and teamwork. Bright Wealth Management believe that people within the business are the heart of the business, from the most junior to the most senior members of staff, everyone contributes to our success and each voice has it place in that success. As a Partner Practice of St. James's Place, we have confidence that our clients receive the best possible advice for their long term financial future. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority ) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the Groups'​ website at www.sjp.co.uk/products. The 'St. James's Place Partnership'​ and the titles 'Partner'​ and 'Partner Practice'​ are marketing terms used to describe St. James's Place representatives. Bright Wealth Management is a trading name of Bright FS Limited. SJP Approved 31/10/2023

Most teams do this before shortlisting


Contact Details

info@brightwm.co.uk

Warrington, United Kingdom (UK)

Founded

2003

Employees

20-30

Keywords

#Wealth Management

#Mortgages

#Investments

#Pensions

#Retirement Planning

#Financial Education

#Business Protection

#Life Assurance

#Inheritance Tax Planning

#Critical Illness Cover

Companies teams usually look at after Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management

Comparing a few options usually leads to better decisions

  • Save companies to compare later. Useful when sharing options with your team

This is how your company profile looks to others.