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Bright Blue Wealth has been dedicated to overseeing clients’ finances for over two decades. Our clients entrust us with £250 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. Our specialised guidance covers a diverse asset pool of £200 million, spanning pensions, offshore and onshore investments, and share portfolios.
Bright Blue Wealth has a strategic agreement with another Openwork Practice, The Penny Group Ltd (tPG). Read the full letter here.
Advice and Services
We offer advice on a variety of products and services to help individuals, couples and families reach their goals and secure their financial futures. Whatever your financial needs are, we will tailor your plan and always find the right products to put you in control of your wealth.
How we work
We follow a six-step consultative approach to ensure our clients receive personalised financial advice. Our advisers will guide you through each step at a pace that suits you and together we will create your financial plan.