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FINANCIAL PLANNING

for your journey through life

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is our ultimate goal

YOUR FINANCIAL INDEPENDENCE

We are Brighton Williams.
Providing quality financial planning for forward-thinking people.

Welcome to our website. As a long-established and successful firm of financial planners with proven expertise, and we are here to help you plan your future and maximise your financial potential.

Our services.

Financial Planning

Investing for your future, retirement planning, protection and wealth preservation


At Retirement

Exploring your retirement options, managing your income, tax considerations


Mortgages

Buying your first home, moving to a new home, buying to let and letting to buy


What do we mean by
‘Financial Planning’?

We define Financial Planning as an ongoing process that enables you to make considered decisions about your money, which in turn can help you shape and build your future in the way that you want. Most importantly, we believe that building long-term relationships with our clients is essential to successful planning.

What does a
Financial Planner do?

We believe that the role of a Financial Planner/Adviser is to identify, measure, monitor and minimise financial risk, in accordance with your personal objectives and your tolerance to financial loss. Your bespoke financial plan will aim to build your wealth over time, in line with these parameters.

Is Financial Planning
right for you?

Everyone is different, so the best way to determine if you need our services is to have a chat. This is an opportunity for everyone to ask lots of questions and establish if we can be of help to you. Our initial discussion with you won’t cost you any money and is without obligation.

Talking to us is a good idea because …

Time

We’ll save you time

Dealing with your own financial affairs can be complicated and time-consuming and it’s likely you have better things to do than wade through mountains of rules and paperwork.

Our knowledge and expertise can get the job done quickly and effectively. Once we know where you want to go, we’ll do all the legwork while you get on with enjoying the things you like to do best.

Focus

We’ll cut through the noise

Organising your priorities and having structure to your financial affairs is very important, but it’s not always easy to identify and quantify your goals.

We’ll help you focus on what you really want to achieve, then create a sensible and affordable way to get there or, just as importantly, we’ll tell you if you need to move the target a little to make it happen.

Insight

We’ll help you avoid mistakes

Confusing rules; complicated choices at retirement; biased opinion; high-risk investments. These are common areas where inexperience or lack of specialist knowledge can lead to poor choices being made.

A financial planner offers you reassurance and will help clarify your understanding of what is happening with your money. We’re here to guide you and add perspective when it’s needed, so that you make clear and informed decisions.

Drive

We’ll keep you moving forward

The most effective way to achieve financial independence is to do the important little things often enough for long enough. Unfortunately, many people who manage their own financial affairs don’t actually follow through on their plans for one reason or another.

A financial planner is there to ensure you stick to your plan. If things change for you, we’ll re-evaluate the situation and tell you if your goals are still achievable.

You might also be interested in …


  • Magazine

    Get the latest financial news and views. Our magazine is packed full of useful articles and topical features.

  • Guides

    Our guides provide valuable insights and information on a whole host of financial planning topics.

  • Frequently asked

    We’ve compiled a list of FAQs to help answer your immediate questions.

  • Testimonials

    Read what our clients say.