Brightside Wealth Management Ltd
Company

Brightside Wealth Management Ltd

Financial Services Brightside House, United Kingdom 8 employees
Employees
8
Contacts
1
Emails
1

Brightside Wealth Management Ltd Overview

Headquarters
Brightside House, United Kingdom
Industry
Financial Services
Employees
8
Founded
2019
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Brightside Wealth Management Ltd

Brightside is the team of financial advisers making a difference to individuals and businesses across Suffolk, Cambridgeshire and Essex. We believe sound financial advice should be accessible, straight-talking and reliable - and that everyone and anyone can benefit from it. We build long-term relationships with our clients and support them for the long-haul. With our expertise on side, they are better-informed to make smarter money decisions throughout their lives, as plans, circumstances, and priorities change over time. A Senior Partner Practice of St. James's Place, we have the strength of the UK's leading wealth management company right behind us. The advice we give comes with a guarantee that it is both suitable and responsible* and our connections keeps us right at the forefront of an ever-changing financial landscape. As well as supporting individuals, we provide tailored business advice – covering pensions and tax efficiencies, employee benefits, financial health-checks for staff and more. It is never too soon or too late to start a conversation. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. * St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products. Brightside Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 23/12/2024

Brightside Wealth Management Ltd Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Brightside Wealth Management Ltd Org Chart

Sample employees and titles
Name Title Contact
Karl Turnbull Dippfs Financial Adviser - Helping People
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Jay Evans Dippfs Cert Cii (Mp) Financial Adviser. Investment Planning Financial Adviser at Brightside Wealth
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William Rodda .
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Kevin Kent Bsc Dipfa Managing Director and Financial Adviser Director at Brightside Wealth
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Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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