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For Personal
- Pensions & Retirement Planning
  Starting a pension as soon as possible helps to give you and your family choices when you most need them and makes retirement all the more easier…
  Estate Planning & Later Years
  Having a financial plan that is able to support our clients in the most tax efficient and cost-effective way is of paramount importance for all our clients coming into their later years…
  Investments
  As Independent Financial Advisers we support you with an investment strategy that is not bound to any single product, but which puts you and your financial needs at the heart of all our savings recommendations…
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  Mortgages & Insurance
  We offer an on-line and personal face to face service for clients local to us and further afield. We have over 10 years experience in mortgages and insurance which has helped us to become specialists in securing the right product for our clients…
  Final Salary Pension Transfer Reviews
  Pension transfer reviews are available to you via our chartered financial advisers. We cannot guarantee a transfer but we do offer a robust and comprehensive review of your financial circumstances to help you to decide to take on our recommendation…
  Ongoing Service Reviews
  Setting up a pension or investment is only part of the process in ensuring your savings continue to meet your objectives. It is not mandatory to take out on-going servicing with our practice, but we do recommend you consider some form of savings performance review…
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For Business
- Taking an income from the business
  We can advise you as to the best ways to manage income into your business whether you are a sole-trader or Limited Company and where you are experiencing difficulties refer you to our third party providers, where appropriate, for high level accountancy and support…
  Taking out a mortgage as a business owner
  Business owners sometimes find it hard to secure the right mortgage for them. We have over 10 years experience in accessing suitable products for clients who may be turned down from mainstream lenders…
  Protecting the assets of the business
  We believe that your business is intrinsically linked with your personal circumstances and have the skills to advise on how best to protect your assets across the board…
  Planning for the future and retirement
  The main bulk of our business is in the advice of individuals and businesses in the creation of retirement/exit plans that help our clients realise their retirement goals…
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BRIGHTER FINANCIAL SERVICES LIMITED

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01422 832100

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Brighter Financial Services Limited
66 West Street
Sowerby Bridge
Halifax HX6 3AP

Brighter Financial Services Limited
66 West Street
Sowerby Bridge
Halifax HX6 3AP

01422 832100

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Brighter Financial Services is Authorised and Regulated by the FCA (531145) and is registered in England and Wales No. 06755150

© 2023 Brighter Financial Services

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