Business Details
34 Years
experience
Expert Financial Planning Services in Bristol
Brighton Williams is a long-established financial planning firm founded in 1992, dedicated to helping clients achieve financial independence through personalized strategies. With 2 partners, 12 advisers, and 25 support staff, we manage over 700 million in client funds from our offices in Winterbourne, Bristol. Our services span pensions, investments, protection, and mortgages, underpinned by a philosophy that prioritizes ongoing commitment and tailored planning.We combine technical expertise with a client-centric approach, ensuring clarity in risk assessment, fee structures, and long-term goal alignment. Our team holds advanced qualifications and adheres to rigorous compliance standards, maintaining authorisation by the Financial Conduct Authority. We serve individuals and businesses nationwide, focusing on simplifying complex financial decisions while fostering trust through transparency and professionalism.
Services
Financial Planning
Retirement Planning
Mortgage Advice
Investment Management
Protection Services
Details
- Year established: 1992
Highlights and features
- 30+ years of experience in financial planning and wealth management
- Personalized strategies tailored to individual risk tolerance and goals
- Transparent fee structures with no hidden costs
- Comprehensive compliance oversight and regulatory authorisation
- Proven track record managing over 700 million in client assets
Associations and certifications
- Financial Conduct Authority
What people say
Very professional service
Knowledgeable advisers
Fantastic mortgage support
Clear explanations
Highly recommend
Services
Financial Planning
We create tailored financial plans to help clients achieve long-term goals through systematic risk assessment and goal alignment. Our process involves comprehensive information gathering, market analysis, and regular reviews to ensure adaptability to changing circumstances. Clients benefit from transparent fee structures and access to a wide range of investment solutions.
Retirement Planning
Our retirement planning service focuses on optimizing pension provisions and income strategies. We help clients navigate complex pension rules, tax considerations, and income distribution options. Through regular reviews and market analysis, we ensure retirement plans remain aligned with evolving personal circumstances and regulatory changes.
Mortgage Advice
We provide whole-of-market mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our service includes access to exclusive deals, affordability assessments, and ongoing support through the entire mortgage process. Clients receive personalized guidance on capital raising and property financing strategies.
Investment Management
Our investment management service focuses on building diversified portfolios aligned with individual risk profiles. We employ risk analysis tools and market research to optimize returns while maintaining appropriate risk levels. Regular performance reviews ensure investments remain aligned with clients' financial objectives and market conditions.
Protection Services
We identify potential financial risks and design protection strategies to safeguard clients' assets and families. Our service includes life insurance, critical illness cover, and income protection solutions. We ensure appropriate coverage levels while maintaining affordability and alignment with overall financial plans.
People
Martyn Brighton
Partner
Co-founder with over 30 years' experience in pensions and financial planning. Holds a Diploma in Financial Planning and G60 Pensions qualification. Specialises in retirement planning and pension transfers.
Ian Llewellin
Partner
Partner since 2007 with expertise in mortgage solutions and commercial finance. Qualified with Diploma in Financial Planning and Cert SMP. Focuses on residential and buy-to-let mortgage strategies.
Peter Yardley
Head of Corporate Development
Fellow of the Pensions Management Institute with 40+ years' experience. Specialises in corporate pensions and retirement planning. Oversees corporate client services and strategic development.
Lyn Ford
Chartered Financial Planner
Chartered Financial Planner specialising in retirement advice and pension transfers. Holds Advanced Diploma in Financial Planning and Fellow of the Personal Finance Society. Focuses on at-retirement planning solutions.
Rob McCall
Chartered Financial Planner
Specialises in investment and inheritance tax planning. Achieved Chartered status with expertise in retirement planning and at-retirement solutions. Provides strategic advice to high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering pensions, investments, mortgages, protection, and retirement strategies. Our services include initial consultations, risk assessment, and ongoing portfolio management tailored to individual goals.
How do you charge for your services?
We provide transparent fee structures with no hidden costs. Charges are agreed upfront and may include initial consultation fees, ongoing management charges, or transaction-based fees depending on the service required.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA), ensuring compliance with strict professional standards and client protection regulations.
Do you work with clients outside Bristol?
We serve clients nationwide, with particular expertise in South West England. Remote consultations and digital communication tools enable us to support clients across the UK effectively.
How often are financial plans reviewed?
We recommend annual reviews but offer more frequent check-ins as needed. Regular reviews ensure plans remain aligned with changing personal circumstances, market conditions, and regulatory updates.
What mortgage options do you offer?
We provide access to the whole mortgage market, including exclusive deals not available on the high street. Services cover first-time purchases, remortgaging, buy-to-let, and commercial property financing.
