FINANCIAL PLANNING
for your journey through life
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, 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.
