The team at Bright Blue Wealth have been looking after clients’ finances for the last 20 years. Our clients and their families entrust us with in excess of £500 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. We administer and offer bespoke recommendations on assets under management of £250 million, spread through pensions, offshore and onshore investments and share portfolios.
Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve goals; we take time to explain our recommendations and advice as well as explore with clients the different options and routes open to them.
Our role is to make your money work harder for you, simplifying your wealth management portfolios and giving excellent, trusted and lifetime financial advice.
We work with clients to establish a relationship built on mutual trust that allows both of us to benefit from an honest partnership with clear objectives for your financial and personal well-being.
The advisers at Bright Blue Wealth assist clients in both individual and company planning, covering all aspects of the financial needs you may have. The relationship we have with our clients are designed for the long-term, as we work with you to build, protect and distribute your wealth. Formerly known as The PWV Partnership, the practice is one of the most successful practices within the Openwork Network, with an acknowledged expertise in Pensions, Investments and Inheritance Tax. Based in Surrey, we have a team of fully qualified advisers supported by a dedicated technical para-planning team who each have over 15 years’ worth of experience working in the financial services industry.
Our service is built around comprehensive financial planning and sound investment principles that ensure you are in the right fund for your attitude to risk, your financial objectives and your overall portfolio balance.