As Founding Directors of Bright Blue Wealth, Our business specialises in:
- building wealth through a variety of investment plans, timescales and risk preferences, as well as protecting family and liabilities from poor health, early death and major illness.
- maintaining wealth with ongoing reviews of objectives, building a strategy to meet and evolve with changing needs and staying in touch to ensure that our clients are on track to achieve their financial goals.
- distribution of wealth, through estate planning, trusts and effective use of Wills.
We work with clients on a face to face basis, meeting and speaking regularly to review changing financial needs. We work with small businesses, individuals and families, ensuring that their wealth continues to build up and lasts through to as many generations as possible, whilst protecting assets as much as possible from the effects of taxation.
Senior Financial Planning Consultant
Graham is a dedicated member of the team, ensuring that his client’s financial goals and aspirations for the future can be achieved through careful face to face financial planning. He has over 20 years of financial advisory experience, the majority of this is helping and supporting High Net Worth financial professionals in the City of London. His experience specialises within the investment and pension market and ensures his clients funds are held in the right product and for the right time. He is passionate about the creation and perpetuation of wealth across generation for his clients. The financial wellbeing of his clients is at the cornerstone of his philosophy and works with his clients to achieve this.
Head Of Client Servicing
Debbie has been with our business almost from the start. She has an exceptional relationship with clients and supports the team in ensuring that high quality and consistently excellent customer service is given to our clients. She also works closely with the directors in helping to shape the business and help us to adapt to changing regulatory frameworks.
Ted has a broad range of skills which he applies to his role within Bright Blue. His background as a City Trader for many years, coupled with his knowledge of the financial markets and regulations, places him in a key role for understanding the complex technical areas of pension transfers, investment analysis and providing our advisers with the technical support they need to work effectively with clients.
Liam is new to the practice and his role is to work alongside Ted to support advisers in the paraplanning and analysis of clients’ investments and pensions. He also runs our new cash flow modelling software, Voyant. As well as this, he is studying towards achieving Diploma qualification in financial services so that he can one day progress into the role of an adviser.
Kim provides overall support to the entire team, both advisers and client services. Her cheerful demeanour, her readiness to help out and her knowledge of financial services make her a key member of the team in ensuring that Bright Blue provides the highest possible level of care and service to our clients. Kim has worked within financial services for many years and has always been popular with our clients for her readiness to help and her quick response to their needs.