Our Team

Financial Advisers

Andy Wilmot
Practice Principal

Phone: 01932 579700, Email: Andy@brightbluewealth.com

With an unwavering commitment to financial well-being, Andy proudly serves as the Founding Director of Bright Blue Wealth. Through his leadership, the firm specialises in a comprehensive range of financial endeavours including wealth building, wealth maintenance and wealth distribution.

Andy enjoys face-to-face interactions and engaging with clients personally to address their financial goals. His experience spans small businesses, individuals, and families, all of whom benefit from Andy’s dedication to nurturing wealth for the long haul. Andy was recently re-appointed to the board of Openwork Holdings Limited.

Graham Wight
Senior Financial Planning Consultant

Phone: 01932 579700, Email: Graham@brightbluewealth.com

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.

Hardik Shah
Wealth Manager

Phone: 01932 579700 , Email: hardik@brightbluewealth.com

With an extensive career spanning over 15 years, Hardik possesses a profound understanding of the intricate financial landscape, and has established a reputation as a trusted confidant for high-net-worth clients.

Hardik’s ability to tailor financial strategies to meet individual client needs has led to the accumulation and preservation of wealth for high-net-worth individuals. Hardik possesses a deep-seated proficiency in creating holistic financial plans that encompass investment, tax optimisation, retirement planning, and estate management. This breadth of knowledge ensures clients receive well-rounded advice that aligns with their long-term goals.

Admin Team

Debbie Tipping
Head Of Client Servicing

Phone: 01932 579700, Email: Debbie@brightbluewealth.com

Debbie has been an integral part of our company since its inception. Her exceptional rapport with clients is matched by her dedication to maintaining consistently high-quality and exceptional customer service standards. Furthermore, she collaborates closely with the team, playing a pivotal role in shaping the business and aiding our seamless adaption to evolving regulatory frameworks, alongside her direct involvement with the directors.

Ted Heath
Head of Paraplanning and Technical Services

Phone: 01932 579700, Email: Ted@brightbluewealth.com

Leveraging his diverse skill set, Ted contributes significantly to his position at Bright Blue Wealth. With an extensive history as a City Trader spanning numerous years, complemented by his deep understanding of financial markets and regulations, he occupies a pivotal position in comprehending intricate technical aspects such as pensions and investment analysis. Ted also plays a crucial role in equipping our advisors with the essential technical support required to engage clients effectively.

Jonathan Browning

Phone: 01932 579700, Email: jonathan@brightbluewealth.com

Jonathan joined the team in December 2023 to help conduct research & analysis for clients as well as preparing Suitability Reports. Jonathan started his career in financial services in 2006 as a mortgage adviser and has since held a number of roles across financial services in the UK and Australia.

Jonathan completed his Level 4 Diploma in Regulated Financial Planning in 2022 and is now working towards Chartered Financial Planner status.